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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 | $82,491 | $76,551+7.8% | $123,894-33.4% | $62,881+31.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.99% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $8,449 | $2,882+193.1% | $4,617+83.0% | $2,281+270.4% |
| Participant deferral / active EE | $2,773 | $4,840-42.7% | $5,984-53.7% | $3,203-13.4% |
| Admin fee / account holder | $5,472 | $4,826+13.4% | $8,357-34.5% | $4,296+27.4% |