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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 | $108,017 | $52,306+106.5% | $69,779+54.8% | $62,881+71.8% |
| Participation rate | 98.1% | 67.2%+30.9pp | 71.8%+26.3pp | 69.3%+28.8pp |
| Annual return | 8.73% | 13.35%-4.6pp | 12.99%-4.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $5,143 | $1,799+185.9% | $2,338+119.9% | $2,281+125.5% |
| Participant deferral / active EE | $7,435 | $2,395+210.4% | $2,931+153.7% | $3,203+132.1% |
| Admin fee / account holder | $634 | $3,691-82.8% | $4,381-85.5% | $4,296-85.2% |