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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 | $101,806 | $88,042+15.6% | $138,135-26.3% | $79,856+27.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 13.31% | 20.58%-7.3pp | 20.51%-7.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $6,473 | $3,103+108.6% | $5,587+15.9% | $2,471+161.9% |
| Participant deferral / active EE | $6,697 | $4,704+42.3% | $6,431+4.1% | $3,741+79.0% |
| Admin fee / account holder | $5,502 | $7,791-29.4% | $11,856-53.6% | $5,306+3.7% |