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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 | $94,095 | $96,289-2.3% | $213,469-55.9% | $87,485+7.6% |
| Participation rate | 100.0% | 69.6%+30.4pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 16.88% | 17.78%-0.9pp | 20.58%-3.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $7,696 | $3,035+153.6% | $4,994+54.1% | $2,596+196.4% |
| Participant deferral / active EE | $5,020 | $4,750+5.7% | $6,841-26.6% | $4,274+17.5% |
| Admin fee / account holder | $6,436 | $9,670-33.4% | $27,141-76.3% | $7,775-17.2% |