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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 | $101,394 | $72,486+39.9% | $87,103+16.4% | $72,976+38.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.71% | 24.46%-5.7pp | 28.19%-9.5pp | 81.02%-62.3pp |
| Employer contribution / active EE | $6,669 | $1,894+252.1% | $2,521+164.5% | $2,440+173.3% |
| Participant deferral / active EE | $4,971 | $3,270+52.0% | $4,049+22.8% | $3,608+37.8% |
| Admin fee / account holder | $7,197 | $5,055+42.4% | $7,491-3.9% | $5,124+40.5% |