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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 | $88,105 | $49,025+79.7% | $87,502+0.7% | $62,881+40.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 6.34% | 10.02%-3.7pp | 12.21%-5.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $5,217 | $1,372+280.3% | $2,550+104.6% | $2,281+128.7% |
| Participant deferral / active EE | $3,743 | $2,289+63.5% | $3,149+18.9% | $3,203+16.9% |
| Admin fee / account holder | $4,874 | $4,065+19.9% | $4,221+15.5% | $4,296+13.5% |