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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 | $109,226 | $94,031+16.2% | $115,768-5.7% | $82,448+32.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 16.22% | 20.61%-4.4pp | 100.46%-84.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,160 | $2,323+36.0% | $2,940+7.5% | $2,551+23.9% |
| Participant deferral / active EE | $11,490 | $3,972+189.3% | $4,917+133.7% | $4,139+177.6% |
| Admin fee / account holder | $808 | $10,249-92.1% | $12,439-93.5% | $7,234-88.8% |