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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 | $91,222 | $138,393-34.1% | $184,256-50.5% | $80,959+12.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 32.61% | 20.01%+12.6pp | 28.85%+3.8pp | 35.67%-3.1pp |
| Employer contribution / active EE | $8,293 | $4,847+71.1% | $6,427+29.0% | $2,757+200.8% |
| Participant deferral / active EE | $17,811 | $7,076+151.7% | $9,133+95.0% | $4,300+314.2% |
| Admin fee / account holder | $1,537 | $10,489-85.3% | $13,899-88.9% | $6,925-77.8% |