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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 | $96,721 | $81,504+18.7% | $102,437-5.6% | $80,959+19.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 34.64% | 25.60%+9.0pp | 24.95%+9.7pp | 35.67%-1.0pp |
| Employer contribution / active EE | $5,884 | $3,104+89.6% | $3,871+52.0% | $2,757+113.4% |
| Participant deferral / active EE | $6,303 | $3,871+62.8% | $5,060+24.6% | $4,300+46.6% |
| Admin fee / account holder | $34,515 | $6,719+413.7% | $8,388+311.5% | $6,925+398.4% |