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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 | $84,743 | $73,787+14.8% | $98,716-14.2% | $82,448+2.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 21.08% | 18.57%+2.5pp | 31.81%-10.7pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,937 | $1,511+94.3% | $2,279+28.9% | $2,551+15.1% |
| Participant deferral / active EE | $5,795 | $3,081+88.1% | $4,048+43.2% | $4,139+40.0% |
| Admin fee / account holder | $4,218 | $6,500-35.1% | $8,703-51.5% | $7,234-41.7% |