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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 | $92,390 | $83,485+10.7% | $125,195-26.2% | $72,976+26.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.84% | 25.77%-3.9pp | 43.79%-22.0pp | 81.02%-59.2pp |
| Employer contribution / active EE | $6,345 | $2,346+170.5% | $3,866+64.1% | $2,440+160.0% |
| Participant deferral / active EE | $7,505 | $3,586+109.3% | $4,937+52.0% | $3,608+108.0% |
| Admin fee / account holder | $2,669 | $5,518-51.6% | $9,704-72.5% | $5,124-47.9% |