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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 | $86,808 | $65,712+32.1% | $57,196+51.8% | $273,972-68.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 12.15% | 22.01%-9.9pp | 14.59%-2.4pp | 41.46%-29.3pp |
| Employer contribution / active EE | $4,377 | $3,280+33.4% | $2,683+63.1% | $4,869-10.1% |
| Participant deferral / active EE | $4,500 | $3,782+19.0% | $3,096+45.3% | $5,287-14.9% |
| Admin fee / account holder | $3,016 | $4,838-37.7% | $3,141-4.0% | $10,133-70.2% |