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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 | $104,182 | $95,404+9.2% | $113,397-8.1% | $82,637+26.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.84% | 19.08%+1.8pp | 23.20%-2.4pp | 53.51%-32.7pp |
| Employer contribution / active EE | $4,486 | $2,307+94.5% | $2,977+50.7% | $2,552+75.8% |
| Participant deferral / active EE | $7,030 | $4,220+66.6% | $5,076+38.5% | $4,126+70.4% |
| Admin fee / account holder | $5,785 | $9,168-36.9% | $11,957-51.6% | $7,339-21.2% |