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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 | $104,869 | $101,795+3.0% | $165,100-36.5% | $80,959+29.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.31% | 16.73%-3.4pp | 70.21%-56.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $6,408 | $2,954+117.0% | $4,348+47.4% | $2,757+132.4% |
| Participant deferral / active EE | $7,540 | $4,476+68.5% | $6,035+24.9% | $4,300+75.3% |
| Admin fee / account holder | $777 | $8,221-90.5% | $12,696-93.9% | $6,925-88.8% |