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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 | $106,270 | $75,963+39.9% | $97,995+8.4% | $70,126+51.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 16.52% | 19.26%-2.7pp | 23.94%-7.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $4,158 | $3,278+26.9% | $4,1580% | $2,343+77.5% |
| Participant deferral / active EE | $6,518 | $4,053+60.8% | $5,097+27.9% | $3,332+95.6% |
| Admin fee / account holder | $4,830 | $5,407-10.7% | $5,943-18.7% | $4,645+4.0% |