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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 | $113,899 | $93,345+22.0% | $119,126-4.4% | $87,485+30.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 21.39% | 19.08%+2.3pp | 282.11%-260.7pp | 26.06%-4.7pp |
| Employer contribution / active EE | $3,673 | $3,172+15.8% | $4,034-8.9% | $2,596+41.5% |
| Participant deferral / active EE | $8,280 | $4,099+102.0% | $5,318+55.7% | $4,274+93.8% |
| Admin fee / account holder | $4,552 | $8,039-43.4% | $10,693-57.4% | $7,775-41.4% |