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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 | $74,898 | $56,894+31.6% | $84,753-11.6% | $62,881+19.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.61% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $11,490 | $2,400+378.8% | $3,574+221.5% | $2,281+403.7% |
| Participant deferral / active EE | $2,710 | $2,7090% | $3,712-27.0% | $3,203-15.4% |
| Admin fee / account holder | $1,085 | $3,581-69.7% | $5,333-79.7% | $4,296-74.7% |