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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 | $78,861 | $63,365+24.5% | $91,994-14.3% | $72,975+8.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 22.92% | 35.35%-12.4pp | 69.04%-46.1pp | 81.01%-58.1pp |
| Employer contribution / active EE | $5,284 | $2,116+149.8% | $3,453+53.1% | $2,440+116.6% |
| Participant deferral / active EE | $6,136 | $4,883+25.6% | $5,924+3.6% | $3,608+70.1% |
| Admin fee / account holder | $1,663 | $4,670-64.4% | $7,744-78.5% | $5,124-67.5% |