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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 | $116,802 | $101,763+14.8% | $164,866-29.2% | $80,874+44.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 17.83% | 16.73%+1.1pp | 69.97%-52.1pp | 35.62%-17.8pp |
| Employer contribution / active EE | $3,242 | $2,954+9.7% | $4,343-25.3% | $2,756+17.7% |
| Participant deferral / active EE | $7,179 | $4,477+60.4% | $6,033+19.0% | $4,297+67.1% |
| Admin fee / account holder | $8,606 | $8,228+4.6% | $12,689-32.2% | $6,935+24.1% |