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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 | $94,210 | $97,289-3.2% | $92,805+1.5% | $155,188-39.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 32.12% | 29.03%+3.1pp | 31.59%+0.5pp | 148.84%-116.7pp |
| Employer contribution / active EE | $13,993 | $3,632+285.3% | $3,424+308.7% | $4,248+229.4% |
| Participant deferral / active EE | $21,012 | $8,795+138.9% | $8,448+148.7% | $6,531+221.7% |
| Admin fee / account holder | $12,212 | $12,015+1.6% | $10,911+11.9% | $14,480-15.7% |