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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 | $118,276 | $114,712+3.1% | $173,730-31.9% | $87,485+35.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 21.48% | 20.18%+1.3pp | 19.96%+1.5pp | 26.06%-4.6pp |
| Employer contribution / active EE | $6,341 | $2,904+118.3% | $4,577+38.5% | $2,596+144.2% |
| Participant deferral / active EE | $20,528 | $4,642+342.3% | $6,326+224.5% | $4,274+380.3% |
| Admin fee / account holder | $1,362 | $10,210-86.7% | $17,523-92.2% | $7,775-82.5% |