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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 | $108,454 | $100,194+8.2% | $122,979-11.8% | $86,983+24.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 20.00% | 16.47%+3.5pp | 20.12%-0.1pp | 25.83%-5.8pp |
| Employer contribution / active EE | $7,069 | $2,326+204.0% | $3,062+130.8% | $2,584+173.5% |
| Participant deferral / active EE | $3,582 | $4,133-13.3% | $5,003-28.4% | $4,194-14.6% |
| Admin fee / account holder | $4,580 | $10,148-54.9% | $12,864-64.4% | $7,856-41.7% |