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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 | $88,851 | $87,132+2.0% | $105,624-15.9% | $80,959+9.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 23.54% | 17.03%+6.5pp | 116.20%-92.7pp | 35.67%-12.1pp |
| Employer contribution / active EE | $6,385 | $2,397+166.4% | $3,168+101.6% | $2,757+131.6% |
| Participant deferral / active EE | $12,583 | $3,985+215.7% | $5,013+151.0% | $4,300+192.6% |
| Admin fee / account holder | $3,812 | $8,449-54.9% | $10,961-65.2% | $6,925-45.0% |