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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 | $100,057 | $82,882+20.7% | $127,803-21.7% | $72,976+37.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 20.57% | 32.20%-11.6pp | 26.14%-5.6pp | 81.02%-60.4pp |
| Employer contribution / active EE | $4,398 | $3,346+31.4% | $4,576-3.9% | $2,440+80.2% |
| Participant deferral / active EE | $6,686 | $4,791+39.6% | $6,023+11.0% | $3,608+85.3% |
| Admin fee / account holder | $4,269 | $6,487-34.2% | $9,399-54.6% | $5,124-16.7% |