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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 | $84,740 | $118,467-28.5% | $98,450-13.9% | $139,456-39.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.42% | 18.95%+3.5pp | 21.16%+1.3pp | 373.45%-351.0pp |
| Employer contribution / active EE | $8,631 | $3,611+139.0% | $3,049+183.1% | $4,753+81.6% |
| Participant deferral / active EE | $13,168 | $5,393+144.1% | $4,739+177.9% | $6,711+96.2% |
| Admin fee / account holder | $518 | $14,057-96.3% | $8,961-94.2% | $11,407-95.5% |