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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 | $120,229 | $100,194+20.0% | $122,979-2.2% | $86,983+38.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 15.53% | 16.47%-0.9pp | 20.12%-4.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $4,658 | $2,326+100.3% | $3,062+52.1% | $2,584+80.2% |
| Participant deferral / active EE | $7,133 | $4,133+72.6% | $5,003+42.6% | $4,194+70.1% |
| Admin fee / account holder | $3,243 | $10,148-68.0% | $12,864-74.8% | $7,856-58.7% |