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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 | $91,921 | $60,349+52.3% | $74,184+23.9% | $62,881+46.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.02% | 21.38%-12.4pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,148 | $1,680+27.8% | $2,370-9.4% | $2,281-5.8% |
| Participant deferral / active EE | $4,087 | $2,856+43.1% | $3,550+15.1% | $3,203+27.6% |
| Admin fee / account holder | $3,623 | $4,261-15.0% | $5,586-35.1% | $4,296-15.6% |