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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 | $107,827 | $115,931-7.0% | $185,441-41.9% | $86,983+24.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 11.36% | 21.47%-10.1pp | 20.16%-8.8pp | 25.83%-14.5pp |
| Employer contribution / active EE | $6,800 | $2,937+131.5% | $4,672+45.5% | $2,584+163.1% |
| Participant deferral / active EE | $4,776 | $4,551+5.0% | $6,152-22.4% | $4,194+13.9% |
| Admin fee / account holder | $2,216 | $10,687-79.3% | $17,890-87.6% | $7,856-71.8% |