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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 | $96,103 | $81,358+18.1% | $155,556-38.2% | $80,959+18.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.56% | 33.39%-19.8pp | 64.84%-51.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $8,014 | $3,106+158.0% | $4,675+71.4% | $2,757+190.7% |
| Participant deferral / active EE | $3,794 | $3,455+9.8% | $5,631-32.6% | $4,300-11.8% |
| Admin fee / account holder | $7,965 | $7,994-0.4% | $15,885-49.9% | $6,925+15.0% |