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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 | $109,776 | $132,310-17.0% | $105,754+3.8% | $273,972-59.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 13.23% | 10.08%+3.1pp | 12.25%+1.0pp | 41.46%-28.2pp |
| Employer contribution / active EE | $10,957 | $4,867+125.2% | $4,079+168.6% | $4,869+125.1% |
| Participant deferral / active EE | $17,787 | $6,233+185.4% | $5,326+234.0% | $5,287+236.4% |
| Admin fee / account holder | $2,752 | $12,036-77.1% | $8,309-66.9% | $10,133-72.8% |