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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 | $113,446 | $77,523+46.3% | $100,383+13.0% | $80,874+40.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 14.37% | 37.21%-22.8pp | 49.26%-34.9pp | 35.62%-21.3pp |
| Employer contribution / active EE | $3,073 | $2,801+9.7% | $3,944-22.1% | $2,756+11.5% |
| Participant deferral / active EE | $6,722 | $6,822-1.5% | $8,086-16.9% | $4,297+56.4% |
| Admin fee / account holder | $3,537 | $5,899-40.0% | $7,900-55.2% | $6,935-49.0% |