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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 | $84,608 | $83,485+1.3% | $125,195-32.4% | $72,976+15.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.11% | 25.77%-6.7pp | 43.79%-24.7pp | 81.02%-61.9pp |
| Employer contribution / active EE | $5,544 | $2,346+136.3% | $3,866+43.4% | $2,440+127.2% |
| Participant deferral / active EE | $4,981 | $3,586+38.9% | $4,937+0.9% | $3,608+38.1% |
| Admin fee / account holder | $478 | $5,518-91.3% | $9,704-95.1% | $5,124-90.7% |