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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 | $75,720+19.6% | $90,312+0.3% | $86,983+4.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 72.9%+27.1pp | 69.5%+30.5pp |
| Annual return | 15.84% | 18.55%-2.7pp | 18.90%-3.1pp | 25.83%-10.0pp |
| Employer contribution / active EE | $4,037 | $1,945+107.6% | $2,243+80.0% | $2,584+56.2% |
| Participant deferral / active EE | $8,234 | $3,001+174.4% | $3,749+119.6% | $4,194+96.3% |
| Admin fee / account holder | $4,685 | $6,201-24.4% | $8,248-43.2% | $7,856-40.4% |