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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 | $95,749 | $73,787+29.8% | $98,716-3.0% | $82,448+16.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 21.24% | 18.57%+2.7pp | 31.81%-10.6pp | 41.64%-20.4pp |
| Employer contribution / active EE | $9,406 | $1,511+522.4% | $2,279+312.8% | $2,551+268.7% |
| Participant deferral / active EE | $11,805 | $3,081+283.1% | $4,048+191.7% | $4,139+185.2% |
| Admin fee / account holder | $5,423 | $6,500-16.6% | $8,703-37.7% | $7,234-25.0% |