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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 | $104,802 | $87,106+20.3% | $105,607-0.8% | $80,935+29.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 36.87% | 17.01%+19.9pp | 116.11%-79.2pp | 35.66%+1.2pp |
| Employer contribution / active EE | $3,810 | $2,396+59.0% | $3,167+20.3% | $2,757+38.2% |
| Participant deferral / active EE | $6,590 | $3,986+65.3% | $5,011+31.5% | $4,299+53.3% |
| Admin fee / account holder | $3,276 | $8,447-61.2% | $10,958-70.1% | $6,924-52.7% |