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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 | $97,170 | $72,273+34.4% | $101,275-4.1% | $79,856+21.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.52% | 22.30%-7.8pp | 46.48%-32.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,903 | $2,691+45.0% | $3,660+6.6% | $2,471+58.0% |
| Participant deferral / active EE | $6,451 | $3,282+96.6% | $4,371+47.6% | $3,741+72.5% |
| Admin fee / account holder | $2,766 | $4,401-37.2% | $5,948-53.5% | $5,306-47.9% |