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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 | $101,762 | $72,177+41.0% | $115,038-11.5% | $59,633+70.6% |
| Participation rate | 95.6% | 72.6%+23.0pp | 81.4%+14.2pp | 68.7%+26.9pp |
| Annual return | 3.20% | 12.02%-8.8pp | 26.14%-22.9pp | 2041.45%-2038.3pp |
| Employer contribution / active EE | $6,634 | $2,841+133.5% | $4,608+44.0% | $2,203+201.2% |
| Participant deferral / active EE | $10,686 | $4,783+123.4% | $6,026+77.3% | $3,192+234.8% |
| Admin fee / account holder | $542 | $4,927-89.0% | $8,175-93.4% | $4,297-87.4% |