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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 | $82,860 | $72,269+14.7% | $101,271-18.2% | $79,852+3.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.46% | 22.29%-8.8pp | 46.48%-33.0pp | 31.72%-18.3pp |
| Employer contribution / active EE | $9,250 | $2,692+243.6% | $3,660+152.7% | $2,471+274.3% |
| Participant deferral / active EE | $3,818 | $3,282+16.3% | $4,371-12.6% | $3,740+2.1% |
| Admin fee / account holder | $6,419 | $4,401+45.9% | $5,948+7.9% | $5,306+21.0% |