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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 | $82,437 | $72,273+14.1% | $101,275-18.6% | $79,856+3.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.74% | 22.30%-9.6pp | 46.48%-33.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $4,139 | $2,691+53.8% | $3,660+13.1% | $2,471+67.5% |
| Participant deferral / active EE | $4,188 | $3,282+27.6% | $4,371-4.2% | $3,741+12.0% |
| Admin fee / account holder | $4,355 | $4,401-1.1% | $5,948-26.8% | $5,306-17.9% |