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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 | $77,583 | $83,485-7.1% | $125,195-38.0% | $72,976+6.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.12% | 25.77%-1.6pp | 43.79%-19.7pp | 81.02%-56.9pp |
| Employer contribution / active EE | $3,444 | $2,346+46.8% | $3,866-10.9% | $2,440+41.1% |
| Participant deferral / active EE | $4,042 | $3,586+12.7% | $4,937-18.1% | $3,608+12.0% |
| Admin fee / account holder | $1,052 | $5,518-80.9% | $9,704-89.2% | $5,124-79.5% |