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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 | $90,736 | $95,404-4.9% | $113,397-20.0% | $82,637+9.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.58% | 19.08%+1.5pp | 23.20%-2.6pp | 53.51%-32.9pp |
| Employer contribution / active EE | $2,742 | $2,307+18.9% | $2,977-7.9% | $2,552+7.4% |
| Participant deferral / active EE | $8,774 | $4,220+107.9% | $5,076+72.8% | $4,126+112.6% |
| Admin fee / account holder | $1,389 | $9,168-84.8% | $11,957-88.4% | $7,339-81.1% |