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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 | $93,843 | $76,371+22.9% | $93,621+0.2% | $72,975+28.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 17.69% | 25.82%-8.1pp | 32.76%-15.1pp | 81.01%-63.3pp |
| Employer contribution / active EE | $4,791 | $2,276+110.5% | $2,719+76.2% | $2,440+96.3% |
| Participant deferral / active EE | $4,265 | $3,538+20.5% | $4,070+4.8% | $3,608+18.2% |
| Admin fee / account holder | $9,272 | $6,839+35.6% | $7,890+17.5% | $5,124+80.9% |