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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 | $82,405 | $88,707-7.1% | $74,184+11.1% | $273,972-69.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 22.72% | 11.94%+10.8pp | 17.74%+5.0pp | 41.46%-18.7pp |
| Employer contribution / active EE | $6,221 | $3,159+96.9% | $2,370+162.5% | $4,869+27.8% |
| Participant deferral / active EE | $12,180 | $4,212+189.2% | $3,550+243.1% | $5,287+130.4% |
| Admin fee / account holder | $8,638 | $8,717-0.9% | $5,586+54.6% | $10,133-14.8% |