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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 | $100,566 | $88,996+13.0% | $78,004+28.9% | $138,895-27.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 14.30% | 28.03%-13.7pp | 31.07%-16.8pp | 145.39%-131.1pp |
| Employer contribution / active EE | $4,154 | $2,917+42.4% | $2,469+68.3% | $4,194-1.0% |
| Participant deferral / active EE | $6,231 | $4,724+31.9% | $4,092+52.3% | $6,396-2.6% |
| Admin fee / account holder | $578 | $8,807-93.4% | $7,578-92.4% | $12,562-95.4% |