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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 | $101,621 | $108,825-6.6% | $156,181-34.9% | $82,448+23.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 20.96% | 20.59%+0.4pp | 64.87%-43.9pp | 41.64%-20.7pp |
| Employer contribution / active EE | $22,848 | $2,870+696.2% | $4,294+432.1% | $2,551+795.7% |
| Participant deferral / active EE | $6,986 | $4,577+52.6% | $6,132+13.9% | $4,139+68.8% |
| Admin fee / account holder | $4,611 | $9,341-50.6% | $14,586-68.4% | $7,234-36.3% |