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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 | $103,792 | $106,749-2.8% | $145,433-28.6% | $82,448+25.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.31% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $6,748 | $3,444+95.9% | $4,554+48.2% | $2,551+164.5% |
| Participant deferral / active EE | $10,816 | $6,519+65.9% | $7,897+37.0% | $4,139+161.3% |
| Admin fee / account holder | $4,316 | $8,390-48.6% | $13,129-67.1% | $7,234-40.3% |