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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 | $91,412 | $93,064-1.8% | $74,577+22.6% | $273,972-66.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.94% | 26.18%-18.2pp | 20.47%-12.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $10,491 | $3,160+232.0% | $2,525+315.5% | $4,869+115.5% |
| Participant deferral / active EE | $7,953 | $4,160+91.2% | $3,458+130.0% | $5,287+50.4% |
| Admin fee / account holder | $1,487 | $5,273-71.8% | $4,138-64.1% | $10,133-85.3% |