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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 | $92,311 | $213,785-56.8% | $185,441-50.2% | $155,188-40.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.85% | 19.97%-1.1pp | 20.16%-1.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $13,363 | $5,393+147.8% | $4,672+186.0% | $4,248+214.6% |
| Participant deferral / active EE | $9,903 | $6,864+44.3% | $6,152+61.0% | $6,531+51.6% |
| Admin fee / account holder | $3,937 | $21,134-81.4% | $17,890-78.0% | $14,480-72.8% |