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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 | $85,038 | $76,551+11.1% | $123,894-31.4% | $62,881+35.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.76% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $4,665 | $2,882+61.9% | $4,617+1.1% | $2,281+104.5% |
| Participant deferral / active EE | $2,664 | $4,840-45.0% | $5,984-55.5% | $3,203-16.8% |
| Admin fee / account holder | $1,697 | $4,826-64.8% | $8,357-79.7% | $4,296-60.5% |