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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 | $96,233+12.0% | $137,474-21.6% | $94,015+14.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 83.5%+16.5pp | 70.8%+29.2pp |
| Annual return | 14.81% | 16.05%-1.2pp | 11.53%+3.3pp | 17.84%-3.0pp |
| Employer contribution / active EE | $9,967 | $3,713+168.4% | $5,048+97.4% | $2,790+257.2% |
| Participant deferral / active EE | $6,517 | $5,018+29.9% | $6,155+5.9% | $4,249+53.4% |
| Admin fee / account holder | $7,512 | $7,029+6.9% | $10,602-29.1% | $8,951-16.1% |