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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 | $114,209 | $96,731+18.1% | $123,973-7.9% | $86,983+31.3% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 18.90% | 17.33%+1.6pp | 388.13%-369.2pp | 25.83%-6.9pp |
| Employer contribution / active EE | $4,155 | $3,297+26.0% | $4,126+0.7% | $2,584+60.8% |
| Participant deferral / active EE | $9,276 | $4,152+123.4% | $5,247+76.8% | $4,194+121.2% |
| Admin fee / account holder | $3,291 | $8,722-62.3% | $11,799-72.1% | $7,856-58.1% |