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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 | $99,114 | $81,262+22.0% | $155,602-36.3% | $80,911+22.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.73% | 33.34%-21.6pp | 64.81%-53.1pp | 35.63%-23.9pp |
| Employer contribution / active EE | $3,694 | $3,102+19.1% | $4,675-21.0% | $2,756+34.1% |
| Participant deferral / active EE | $3,311 | $3,451-4.1% | $5,629-41.2% | $4,297-23.0% |
| Admin fee / account holder | $10,572 | $7,992+32.3% | $15,923-33.6% | $6,935+52.5% |