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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 | $97,824 | $106,524-8.2% | $152,301-35.8% | $87,485+11.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 18.42% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $7,984 | $3,371+136.8% | $4,624+72.6% | $2,596+207.5% |
| Participant deferral / active EE | $6,989 | $6,525+7.1% | $8,004-12.7% | $4,274+63.5% |
| Admin fee / account holder | $8,838 | $8,287+6.6% | $14,398-38.6% | $7,775+13.7% |