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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 | $113,231 | $77,817+45.5% | $123,553-8.4% | $64,173+76.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 10.05% | 12.49%-2.4pp | 119.21%-109.2pp | 7.63%+2.4pp |
| Employer contribution / active EE | $2,775 | $3,014-7.9% | $4,628-40.0% | $2,381+16.5% |
| Participant deferral / active EE | $7,515 | $5,240+43.4% | $6,426+16.9% | $3,470+116.6% |
| Admin fee / account holder | $952 | $5,519-82.8% | $9,284-89.7% | $4,887-80.5% |