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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 | $109,040 | $101,752+7.2% | $164,928-33.9% | $80,911+34.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.66% | 16.73%-4.1pp | 70.08%-57.4pp | 35.63%-23.0pp |
| Employer contribution / active EE | $6,660 | $2,953+125.5% | $4,343+53.3% | $2,756+141.7% |
| Participant deferral / active EE | $7,416 | $4,477+65.6% | $6,034+22.9% | $4,297+72.6% |
| Admin fee / account holder | $2,782 | $8,218-66.1% | $12,684-78.1% | $6,935-59.9% |