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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 | $101,649 | $95,453+6.5% | $112,040-9.3% | $82,448+23.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.15% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $4,868 | $2,318+110.0% | $2,954+64.8% | $2,551+90.8% |
| Participant deferral / active EE | $4,436 | $4,224+5.0% | $5,098-13.0% | $4,139+7.2% |
| Admin fee / account holder | $3,383 | $9,013-62.5% | $12,098-72.0% | $7,234-53.2% |