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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 | $99,633-5.6% | $183,328-48.7% | $82,448+14.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 77.3%+22.7pp | 68.1%+31.9pp |
| Annual return | 16.88% | 17.84%-1.0pp | 29.67%-12.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $7,696 | $3,256+136.3% | $5,055+52.2% | $2,551+201.7% |
| Participant deferral / active EE | $5,020 | $4,938+1.7% | $6,795-26.1% | $4,139+21.3% |
| Admin fee / account holder | $6,436 | $9,934-35.2% | $21,427-70.0% | $7,234-11.0% |