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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 | $73,056 | $72,273+1.1% | $101,275-27.9% | $79,856-8.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.48% | 22.30%-1.8pp | 46.48%-26.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $7,424 | $2,691+175.9% | $3,660+102.8% | $2,471+200.4% |
| Participant deferral / active EE | $4,942 | $3,282+50.6% | $4,371+13.1% | $3,741+32.1% |
| Admin fee / account holder | $2,698 | $4,401-38.7% | $5,948-54.6% | $5,306-49.2% |