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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 | $111,140 | $95,453+16.4% | $112,040-0.8% | $82,448+34.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 24.27% | 23.92%+0.3pp | 24.52%-0.2pp | 41.64%-17.4pp |
| Employer contribution / active EE | $5,164 | $2,318+122.8% | $2,954+74.8% | $2,551+102.4% |
| Participant deferral / active EE | $6,359 | $4,224+50.6% | $5,098+24.7% | $4,139+53.6% |
| Admin fee / account holder | $437 | $9,013-95.2% | $12,098-96.4% | $7,234-94.0% |