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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 | $88,729 | $96,731-8.3% | $123,973-28.4% | $86,983+2.0% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 20.97% | 17.33%+3.6pp | 388.13%-367.2pp | 25.83%-4.9pp |
| Employer contribution / active EE | $5,593 | $3,297+69.6% | $4,126+35.6% | $2,584+116.4% |
| Participant deferral / active EE | $7,852 | $4,152+89.1% | $5,247+49.6% | $4,194+87.2% |
| Admin fee / account holder | $1,731 | $8,722-80.2% | $11,799-85.3% | $7,856-78.0% |