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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 | $88,337 | $97,648-9.5% | $121,663-27.4% | $87,485+1.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 19.07% | 18.03%+1.0pp | 147.54%-128.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $4,729 | $2,300+105.6% | $3,020+56.6% | $2,596+82.1% |
| Participant deferral / active EE | $4,628 | $3,923+18.0% | $4,887-5.3% | $4,274+8.3% |
| Admin fee / account holder | $4,397 | $11,100-60.4% | $14,289-69.2% | $7,775-43.5% |