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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 | $159,375 | $181,896-12.4% | $156,551+1.8% | $273,972-41.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.45% | 30.74%-27.3pp | 32.23%-28.8pp | 41.46%-38.0pp |
| Employer contribution / active EE | $11,441 | $6,248+83.1% | $5,501+108.0% | $4,869+135.0% |
| Participant deferral / active EE | $6,631 | $5,550+19.5% | $4,871+36.1% | $5,287+25.4% |
| Admin fee / account holder | $1,473 | $15,560-90.5% | $13,028-88.7% | $10,133-85.5% |