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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 | $89,107 | $105,284-15.4% | $150,734-40.9% | $94,015-5.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 13.51% | 15.67%-2.2pp | 600.81%-587.3pp | 17.84%-4.3pp |
| Employer contribution / active EE | $3,248 | $3,599-9.7% | $4,918-34.0% | $2,790+16.4% |
| Participant deferral / active EE | $4,500 | $4,274+5.3% | $5,610-19.8% | $4,249+5.9% |
| Admin fee / account holder | $3,517 | $9,839-64.3% | $14,905-76.4% | $8,951-60.7% |