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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 | $101,778+14.8% | $164,975-29.2% | $80,925+44.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 17.83% | 16.73%+1.1pp | 70.12%-52.3pp | 35.65%-17.8pp |
| Employer contribution / active EE | $3,242 | $2,954+9.8% | $4,343-25.3% | $2,756+17.6% |
| Participant deferral / active EE | $7,179 | $4,477+60.4% | $6,033+19.0% | $4,299+67.0% |
| Admin fee / account holder | $8,606 | $8,221+4.7% | $12,688-32.2% | $6,940+24.0% |