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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 | $100,264 | $51,708+93.9% | $106,619-6.0% | $62,881+59.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 9.83% | 4.69%+5.1pp | 9.42%+0.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $9,713 | $1,764+450.7% | $3,947+146.1% | $2,281+325.8% |
| Participant deferral / active EE | $1,586 | $2,315-31.5% | $3,930-59.6% | $3,203-50.5% |
| Admin fee / account holder | $2,613 | $3,349-22.0% | $6,418-59.3% | $4,296-39.2% |