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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 | $91,427 | $81,504+12.2% | $102,437-10.7% | $80,959+12.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.58% | 25.60%-15.0pp | 24.95%-14.4pp | 35.67%-25.1pp |
| Employer contribution / active EE | $11,361 | $3,104+266.1% | $3,871+193.5% | $2,757+312.1% |
| Participant deferral / active EE | $6,644 | $3,871+71.6% | $5,060+31.3% | $4,300+54.5% |
| Admin fee / account holder | $10,344 | $6,719+53.9% | $8,388+23.3% | $6,925+49.4% |