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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 | $66,968 | $60,349+11.0% | $74,184-9.7% | $62,881+6.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.06% | 21.38%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $4,013 | $1,680+138.8% | $2,370+69.3% | $2,281+76.0% |
| Participant deferral / active EE | $3,465 | $2,856+21.3% | $3,550-2.4% | $3,203+8.2% |
| Admin fee / account holder | $4,644 | $4,261+9.0% | $5,586-16.9% | $4,296+8.1% |