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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 | $101,457 | $88,672+14.4% | $105,223-3.6% | $82,448+23.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.37% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,572 | $3,048+17.2% | $3,689-3.1% | $2,551+40.0% |
| Participant deferral / active EE | $4,978 | $4,036+23.3% | $5,072-1.8% | $4,139+20.3% |
| Admin fee / account holder | $7,249 | $7,146+1.4% | $8,859-18.2% | $7,234+0.2% |