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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 | $104,098-2.4% | $140,514-27.7% | $94,015+8.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 17.15% | 15.14%+2.0pp | 14.36%+2.8pp | 17.84%-0.7pp |
| Employer contribution / active EE | $4,868 | $2,388+103.8% | $3,378+44.1% | $2,790+74.5% |
| Participant deferral / active EE | $4,436 | $4,033+10.0% | $4,919-9.8% | $4,249+4.4% |
| Admin fee / account holder | $3,383 | $10,439-67.6% | $13,697-75.3% | $8,951-62.2% |