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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 | $86,658 | $72,492+19.5% | $87,104-0.5% | $72,975+18.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.11% | 24.46%-5.3pp | 28.19%-9.1pp | 81.01%-61.9pp |
| Employer contribution / active EE | $6,060 | $1,894+220.0% | $2,521+140.3% | $2,440+148.3% |
| Participant deferral / active EE | $5,390 | $3,270+64.9% | $4,048+33.1% | $3,608+49.4% |
| Admin fee / account holder | $7,735 | $5,055+53.0% | $7,491+3.3% | $5,124+51.0% |