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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 | $109,751 | $72,486+51.4% | $87,103+26.0% | $72,976+50.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.19% | 24.46%-3.3pp | 28.19%-7.0pp | 81.02%-59.8pp |
| Employer contribution / active EE | $6,600 | $1,894+248.5% | $2,521+161.7% | $2,440+170.5% |
| Participant deferral / active EE | $4,541 | $3,270+38.9% | $4,049+12.2% | $3,608+25.9% |
| Admin fee / account holder | $5,841 | $5,055+15.6% | $7,491-22.0% | $5,124+14.0% |