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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 | $109,195 | $76,367+43.0% | $93,614+16.6% | $72,983+49.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.41% | 25.82%-4.4pp | 32.76%-11.4pp | 81.01%-59.6pp |
| Employer contribution / active EE | $2,004 | $2,275-11.9% | $2,718-26.3% | $2,440-17.9% |
| Participant deferral / active EE | $3,324 | $3,538-6.0% | $4,069-18.3% | $3,608-7.8% |
| Admin fee / account holder | $8,487 | $6,838+24.1% | $7,889+7.6% | $5,124+65.6% |