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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 | $97,748 | $79,955+22.3% | $98,461-0.7% | $75,173+30.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.82% | 19.75%-2.9pp | 21.17%-4.4pp | 160.72%-143.9pp |
| Employer contribution / active EE | $6,818 | $2,264+201.1% | $3,049+123.6% | $2,671+155.3% |
| Participant deferral / active EE | $6,097 | $3,752+62.5% | $4,738+28.7% | $4,126+47.8% |
| Admin fee / account holder | $1,119 | $6,841-83.6% | $8,961-87.5% | $5,651-80.2% |