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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 | $129,352 | $87,834+47.3% | $133,975-3.5% | $62,881+105.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.92% | 12.05%-3.1pp | 29.29%-20.4pp | 20.14%-11.2pp |
| Employer contribution / active EE | $6,584 | $3,482+89.1% | $5,211+26.3% | $2,281+188.7% |
| Participant deferral / active EE | $8,920 | $4,812+85.4% | $6,282+42.0% | $3,203+178.5% |
| Admin fee / account holder | $6,698 | $5,372+24.7% | $9,324-28.2% | $4,296+55.9% |