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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 | $98,682 | $86,949+13.5% | $102,460-3.7% | $80,959+21.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 20.13% | 18.89%+1.2pp | 29.47%-9.3pp | 35.67%-15.5pp |
| Employer contribution / active EE | $8,502 | $2,370+258.8% | $3,025+181.1% | $2,757+208.4% |
| Participant deferral / active EE | $6,510 | $4,121+58.0% | $5,056+28.8% | $4,300+51.4% |
| Admin fee / account holder | $2,853 | $8,048-64.5% | $9,460-69.8% | $6,925-58.8% |