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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 | $100,918 | $76,371+32.1% | $93,621+7.8% | $72,976+38.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 25.95% | 25.82%+0.1pp | 32.76%-6.8pp | 81.02%-55.1pp |
| Employer contribution / active EE | $8,562 | $2,276+276.2% | $2,719+214.9% | $2,440+250.9% |
| Participant deferral / active EE | $12,954 | $3,538+266.1% | $4,070+218.3% | $3,608+259.1% |
| Admin fee / account holder | $760 | $6,839-88.9% | $7,890-90.4% | $5,124-85.2% |