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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 | $91,297 | $87,166+4.7% | $76,735+19.0% | $137,256-33.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 25.45% | 26.50%-1.0pp | 29.77%-4.3pp | 220.34%-194.9pp |
| Employer contribution / active EE | $21,043 | $2,904+624.5% | $2,454+757.4% | $4,156+406.3% |
| Participant deferral / active EE | $19,417 | $4,726+310.8% | $4,088+375.0% | $6,407+203.1% |
| Admin fee / account holder | $681 | $8,403-91.9% | $7,189-90.5% | $12,270-94.4% |