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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 | $118,517 | $104,098+13.9% | $140,514-15.7% | $94,015+26.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 16.27% | 15.14%+1.1pp | 14.36%+1.9pp | 17.84%-1.6pp |
| Employer contribution / active EE | $3,883 | $2,388+62.6% | $3,378+14.9% | $2,790+39.2% |
| Participant deferral / active EE | $8,618 | $4,033+113.7% | $4,919+75.2% | $4,249+102.8% |
| Admin fee / account holder | $2,337 | $10,439-77.6% | $13,697-82.9% | $8,951-73.9% |