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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 | $87,057 | $79,557+9.4% | $118,746-26.7% | $70,126+24.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 26.52% | 25.64%+0.9pp | 24.54%+2.0pp | 73.15%-46.6pp |
| Employer contribution / active EE | $7,696 | $2,861+169.0% | $4,193+83.6% | $2,343+228.5% |
| Participant deferral / active EE | $9,948 | $4,089+143.3% | $5,332+86.6% | $3,332+198.6% |
| Admin fee / account holder | $718 | $5,374-86.6% | $10,720-93.3% | $4,645-84.5% |