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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 | $98,838 | $41,377+138.9% | $109,313-9.6% | $62,881+57.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 7.28% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $8,057 | $1,276+531.4% | $3,892+107.0% | $2,281+253.2% |
| Participant deferral / active EE | $3,711 | $2,045+81.4% | $3,166+17.2% | $3,203+15.8% |
| Admin fee / account holder | $6,992 | $2,884+142.4% | $5,666+23.4% | $4,296+62.8% |