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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 | $105,734 | $115,931-8.8% | $185,441-43.0% | $86,983+21.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 19.36% | 21.47%-2.1pp | 20.16%-0.8pp | 25.83%-6.5pp |
| Employer contribution / active EE | $7,131 | $2,937+142.8% | $4,672+52.6% | $2,584+175.9% |
| Participant deferral / active EE | $5,440 | $4,551+19.5% | $6,152-11.6% | $4,194+29.7% |
| Admin fee / account holder | $9,180 | $10,687-14.1% | $17,890-48.7% | $7,856+16.9% |