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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 | $105,337 | $96,731+8.9% | $123,973-15.0% | $86,983+21.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 17.59% | 17.33%+0.3pp | 388.13%-370.5pp | 25.83%-8.2pp |
| Employer contribution / active EE | $6,577 | $3,297+99.5% | $4,126+59.4% | $2,584+154.5% |
| Participant deferral / active EE | $4,260 | $4,152+2.6% | $5,247-18.8% | $4,194+1.6% |
| Admin fee / account holder | $1,832 | $8,722-79.0% | $11,799-84.5% | $7,856-76.7% |