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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 | $94,116 | $70,486+33.5% | $100,535-6.4% | $79,856+17.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 18.01% | 21.90%-3.9pp | 30.90%-12.9pp | 31.71%-13.7pp |
| Employer contribution / active EE | $6,873 | $2,165+217.5% | $3,419+101.0% | $2,471+178.1% |
| Participant deferral / active EE | $12,788 | $5,182+146.8% | $6,271+103.9% | $3,741+241.9% |
| Admin fee / account holder | $2,928 | $4,480-34.6% | $8,085-63.8% | $5,306-44.8% |