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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 | $90,562 | $67,894+33.4% | $89,340+1.4% | $82,448+9.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 15.84% | 19.21%-3.4pp | 20.57%-4.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $4,037 | $1,828+120.9% | $2,231+80.9% | $2,551+58.3% |
| Participant deferral / active EE | $8,234 | $3,072+168.0% | $3,823+115.4% | $4,139+98.9% |
| Admin fee / account holder | $4,685 | $5,723-18.1% | $6,704-30.1% | $7,234-35.2% |