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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 | $87,284 | $123,793-29.5% | $177,848-50.9% | $79,856+9.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 29.67% | 22.82%+6.8pp | 48.33%-18.7pp | 31.71%-2.0pp |
| Employer contribution / active EE | $4,655 | $4,095+13.7% | $5,919-21.3% | $2,471+88.4% |
| Participant deferral / active EE | $10,421 | $5,956+75.0% | $7,714+35.1% | $3,741+178.6% |
| Admin fee / account holder | $362 | $7,243-95.0% | $12,431-97.1% | $5,306-93.2% |