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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 | $116,202 | $95,453+21.7% | $112,040+3.7% | $82,448+40.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.82% | 23.92%-3.1pp | 24.52%-3.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $8,640 | $2,318+272.8% | $2,954+192.5% | $2,551+238.7% |
| Participant deferral / active EE | $16,191 | $4,224+283.3% | $5,098+217.6% | $4,139+291.2% |
| Admin fee / account holder | $3,986 | $9,013-55.8% | $12,098-67.1% | $7,234-44.9% |