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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 | $79,853 | $56,894+40.4% | $84,753-5.8% | $62,881+27.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 14.22% | 6.30%+7.9pp | 22.78%-8.6pp | 20.14%-5.9pp |
| Employer contribution / active EE | $2,408 | $2,400+0.4% | $3,574-32.6% | $2,281+5.6% |
| Participant deferral / active EE | $5,851 | $2,709+116.0% | $3,712+57.6% | $3,203+82.7% |
| Admin fee / account holder | $3,407 | $3,581-4.9% | $5,333-36.1% | $4,296-20.7% |