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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 | $91,784 | $65,712+39.7% | $57,196+60.5% | $273,972-66.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.17% | 22.01%-15.8pp | 14.59%-8.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $6,124 | $3,280+86.7% | $2,683+128.3% | $4,869+25.8% |
| Participant deferral / active EE | $7,983 | $3,782+111.1% | $3,096+157.8% | $5,287+51.0% |
| Admin fee / account holder | $6,377 | $4,838+31.8% | $3,141+103.0% | $10,133-37.1% |