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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 | $101,950-13.4% | $125,529-29.6% | $86,983+1.6% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 19.07% | 18.29%+0.8pp | 202.56%-183.5pp | 25.83%-6.8pp |
| Employer contribution / active EE | $4,729 | $2,358+100.5% | $3,058+54.7% | $2,584+83.0% |
| Participant deferral / active EE | $4,628 | $3,862+19.8% | $4,813-3.8% | $4,194+10.3% |
| Admin fee / account holder | $4,397 | $12,791-65.6% | $16,298-73.0% | $7,856-44.0% |