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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 | $78,195 | $83,485-6.3% | $125,195-37.5% | $72,976+7.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.44% | 25.77%-1.3pp | 43.79%-19.3pp | 81.02%-56.6pp |
| Employer contribution / active EE | $5,082 | $2,346+116.6% | $3,866+31.4% | $2,440+108.3% |
| Participant deferral / active EE | $12,361 | $3,586+244.7% | $4,937+150.3% | $3,608+242.6% |
| Admin fee / account holder | $5,820 | $5,518+5.5% | $9,704-40.0% | $5,124+13.6% |