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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 | $83,328 | $72,486+15.0% | $87,103-4.3% | $72,976+14.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.82% | 24.46%-1.6pp | 28.19%-5.4pp | 81.02%-58.2pp |
| Employer contribution / active EE | $8,994 | $1,894+374.9% | $2,521+256.7% | $2,440+268.6% |
| Participant deferral / active EE | $3,773 | $3,270+15.4% | $4,049-6.8% | $3,608+4.6% |
| Admin fee / account holder | $9,553 | $5,055+89.0% | $7,491+27.5% | $5,124+86.4% |