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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 | $82,088 | $86,949-5.6% | $102,460-19.9% | $80,959+1.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 21.98% | 18.89%+3.1pp | 29.47%-7.5pp | 35.67%-13.7pp |
| Employer contribution / active EE | $7,377 | $2,370+211.3% | $3,025+143.8% | $2,757+167.5% |
| Participant deferral / active EE | $13,337 | $4,121+223.6% | $5,056+163.8% | $4,300+210.1% |
| Admin fee / account holder | $1,194 | $8,048-85.2% | $9,460-87.4% | $6,925-82.8% |