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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,195 | $78,027+25.8% | $178,528-45.0% | $80,925+21.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 12.39% | 18.09%-5.7pp | 27.11%-14.7pp | 35.65%-23.3pp |
| Employer contribution / active EE | $3,924 | $2,281+72.0% | $3,950-0.7% | $2,756+42.4% |
| Participant deferral / active EE | $11,410 | $4,408+158.9% | $6,278+81.7% | $4,299+165.4% |
| Admin fee / account holder | $421 | $7,168-94.1% | $10,419-96.0% | $6,940-93.9% |