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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 | $116,491 | $108,825+7.0% | $156,181-25.4% | $82,448+41.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 18.67% | 20.59%-1.9pp | 64.87%-46.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $10,496 | $2,870+265.7% | $4,294+144.4% | $2,551+311.4% |
| Participant deferral / active EE | $9,778 | $4,577+113.6% | $6,132+59.5% | $4,139+136.2% |
| Admin fee / account holder | $2,844 | $9,341-69.6% | $14,586-80.5% | $7,234-60.7% |