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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 | $83,892 | $76,551+9.6% | $123,894-32.3% | $62,881+33.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.65% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $3,822 | $2,882+32.6% | $4,617-17.2% | $2,281+67.6% |
| Participant deferral / active EE | $9,782 | $4,840+102.1% | $5,984+63.5% | $3,203+205.4% |
| Admin fee / account holder | $5,020 | $4,826+4.0% | $8,357-39.9% | $4,296+16.8% |