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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 | $69,677 | $67,894+2.6% | $89,340-22.0% | $82,448-15.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 19.02% | 19.21%-0.2pp | 20.57%-1.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $3,702 | $1,828+102.5% | $2,231+65.9% | $2,551+45.1% |
| Participant deferral / active EE | $8,756 | $3,072+185.0% | $3,823+129.1% | $4,139+111.5% |
| Admin fee / account holder | $1,279 | $5,723-77.7% | $6,704-80.9% | $7,234-82.3% |