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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 | $114,647 | $81,504+40.7% | $102,437+11.9% | $80,959+41.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 19.75% | 25.60%-5.8pp | 24.95%-5.2pp | 35.67%-15.9pp |
| Employer contribution / active EE | $10,429 | $3,104+236.0% | $3,871+169.4% | $2,757+278.3% |
| Participant deferral / active EE | $6,890 | $3,871+78.0% | $5,060+36.2% | $4,300+60.2% |
| Admin fee / account holder | $7,426 | $6,719+10.5% | $8,388-11.5% | $6,925+7.2% |