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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 | $100,463 | $81,947+22.6% | $105,387-4.7% | $72,976+37.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.91% | 42.90%-22.0pp | 26.82%-5.9pp | 81.02%-60.1pp |
| Employer contribution / active EE | $4,261 | $3,468+22.9% | $4,213+1.1% | $2,440+74.6% |
| Participant deferral / active EE | $7,844 | $4,494+74.5% | $5,502+42.6% | $3,608+117.4% |
| Admin fee / account holder | $2,793 | $6,258-55.4% | $6,559-57.4% | $5,124-45.5% |