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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 | $103,912 | $83,485+24.5% | $125,192-17.0% | $72,975+42.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.51% | 25.77%-1.3pp | 43.79%-19.3pp | 81.01%-56.5pp |
| Employer contribution / active EE | $6,162 | $2,346+162.7% | $3,866+59.4% | $2,440+152.5% |
| Participant deferral / active EE | $5,280 | $3,586+47.2% | $4,937+6.9% | $3,608+46.3% |
| Admin fee / account holder | $3,154 | $5,518-42.8% | $9,704-67.5% | $5,124-38.5% |