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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 | $82,940 | $57,590+44.0% | $86,233-3.8% | $82,448+0.6% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 19.31% | 22.41%-3.1pp | 61.39%-42.1pp | 41.64%-22.3pp |
| Employer contribution / active EE | $4,567 | $1,655+175.9% | $2,504+82.4% | $2,551+79.0% |
| Participant deferral / active EE | $3,882 | $3,080+26.1% | $4,559-14.8% | $4,139-6.2% |
| Admin fee / account holder | $2,352 | $4,730-50.3% | $8,342-71.8% | $7,234-67.5% |