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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 | $113,038 | $67,894+66.5% | $89,340+26.5% | $82,448+37.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 16.94% | 19.21%-2.3pp | 20.57%-3.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,339 | $1,828+137.4% | $2,231+94.5% | $2,551+70.1% |
| Participant deferral / active EE | $6,093 | $3,072+98.3% | $3,823+59.4% | $4,139+47.2% |
| Admin fee / account holder | $3,231 | $5,723-43.6% | $6,704-51.8% | $7,234-55.3% |