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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 | $80,635 | $65,367+23.4% | $92,915-13.2% | $72,976+10.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.75% | 42.11%-22.4pp | 109.45%-89.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $5,866 | $2,594+126.2% | $3,653+60.6% | $2,440+140.4% |
| Participant deferral / active EE | $4,275 | $3,128+36.6% | $4,238+0.9% | $3,608+18.5% |
| Admin fee / account holder | $5,314 | $4,251+25.0% | $5,796-8.3% | $5,124+3.7% |