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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 | $107,799 | $96,052+12.2% | $118,106-8.7% | $87,485+23.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.9%+18.1pp | 68.9%+31.1pp |
| Annual return | 14.81% | 24.16%-9.3pp | 19.44%-4.6pp | 26.06%-11.2pp |
| Employer contribution / active EE | $9,967 | $3,939+153.0% | $4,698+112.1% | $2,596+283.9% |
| Participant deferral / active EE | $6,517 | $5,793+12.5% | $6,619-1.5% | $4,274+52.5% |
| Admin fee / account holder | $7,512 | $7,618-1.4% | $8,973-16.3% | $7,775-3.4% |