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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 | $113,252 | $88,370+28.2% | $112,977+0.2% | $79,856+41.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 26.93% | 23.16%+3.8pp | 24.24%+2.7pp | 31.71%-4.8pp |
| Employer contribution / active EE | $4,218 | $3,398+24.1% | $4,255-0.9% | $2,471+70.7% |
| Participant deferral / active EE | $3,596 | $4,536-20.7% | $5,836-38.4% | $3,741-3.9% |
| Admin fee / account holder | $812 | $5,750-85.9% | $6,294-87.1% | $5,306-84.7% |