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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 | $102,500 | $86,922+17.9% | $102,438+0.1% | $80,874+26.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.92% | 18.90%-4.0pp | 29.37%-14.4pp | 35.62%-20.7pp |
| Employer contribution / active EE | $7,325 | $2,369+209.1% | $3,024+142.3% | $2,756+165.8% |
| Participant deferral / active EE | $7,616 | $4,119+84.9% | $5,054+50.7% | $4,297+77.2% |
| Admin fee / account holder | $8,031 | $8,050-0.2% | $9,448-15.0% | $6,935+15.8% |