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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 | $70,361 | $60,349+16.6% | $74,184-5.2% | $62,881+11.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.78% | 21.38%-12.6pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,584 | $1,680+53.8% | $2,370+9.0% | $2,281+13.3% |
| Participant deferral / active EE | $3,343 | $2,856+17.1% | $3,550-5.8% | $3,203+4.4% |
| Admin fee / account holder | $4,392 | $4,261+3.1% | $5,586-21.4% | $4,296+2.2% |