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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 | $81,446+18.8% | $103,374-6.4% | $80,874+19.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 34.64% | 25.57%+9.1pp | 24.89%+9.8pp | 35.62%-1.0pp |
| Employer contribution / active EE | $5,884 | $3,107+89.4% | $3,869+52.1% | $2,756+113.5% |
| Participant deferral / active EE | $6,303 | $3,870+62.9% | $5,058+24.6% | $4,297+46.7% |
| Admin fee / account holder | $34,515 | $6,715+414.0% | $8,394+311.2% | $6,935+397.7% |