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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 | $96,641 | $72,273+33.7% | $101,275-4.6% | $79,856+21.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 21.50% | 22.30%-0.8pp | 46.48%-25.0pp | 31.71%-10.2pp |
| Employer contribution / active EE | $2,807 | $2,691+4.3% | $3,660-23.3% | $2,471+13.6% |
| Participant deferral / active EE | $3,803 | $3,282+15.9% | $4,371-13.0% | $3,741+1.7% |
| Admin fee / account holder | $768 | $4,401-82.5% | $5,948-87.1% | $5,306-85.5% |