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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 | $87,797 | $78,520+11.8% | $96,576-9.1% | $82,448+6.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 18.03% | 41.30%-23.3pp | 38.47%-20.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,559 | $2,630-2.7% | $3,553-28.0% | $2,551+0.3% |
| Participant deferral / active EE | $5,485 | $6,754-18.8% | $7,956-31.1% | $4,139+32.5% |
| Admin fee / account holder | $8,417 | $13,455-37.4% | $11,381-26.0% | $7,234+16.3% |