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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 | $111,402 | $43,344+157.0% | $59,899+86.0% | $64,173+73.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.04% | -1.55%+9.6pp | 3.46%+4.6pp | 7.63%+0.4pp |
| Employer contribution / active EE | $8,059 | $2,030+297.0% | $2,723+196.0% | $2,381+238.5% |
| Participant deferral / active EE | $8,766 | $2,547+244.1% | $3,402+157.6% | $3,470+152.6% |
| Admin fee / account holder | $9,212 | $3,008+206.2% | $3,592+156.4% | $4,887+88.5% |