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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 | $92,483 | $70,002+32.1% | $115,037-19.6% | $52,331+76.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 11.00% | 4.04%+7.0pp | 26.14%-15.1pp | 4.54%+6.5pp |
| Employer contribution / active EE | $9,282 | $2,715+241.9% | $4,608+101.4% | $1,882+393.3% |
| Participant deferral / active EE | $9,087 | $4,920+84.7% | $6,026+50.8% | $3,022+200.7% |
| Admin fee / account holder | $2,103 | $566+271.6% | $8,175-74.3% | $592+255.5% |