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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 | $104,527 | $105,623-1.0% | $87,502+19.5% | $273,972-61.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 13.96% | 12.26%+1.7pp | 12.21%+1.8pp | 41.46%-27.5pp |
| Employer contribution / active EE | $19,510 | $3,141+521.2% | $2,550+665.2% | $4,869+300.7% |
| Participant deferral / active EE | $13,232 | $3,601+267.5% | $3,149+320.2% | $5,287+150.3% |
| Admin fee / account holder | $697 | $4,781-85.4% | $4,221-83.5% | $10,133-93.1% |