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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 | $145,417 | $41,377+251.4% | $109,313+33.0% | $62,881+131.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 12.75% | 11.05%+1.7pp | 22.07%-9.3pp | 20.14%-7.4pp |
| Employer contribution / active EE | $8,226 | $1,276+544.6% | $3,892+111.3% | $2,281+260.6% |
| Participant deferral / active EE | $6,902 | $2,045+237.5% | $3,166+118.0% | $3,203+115.5% |
| Admin fee / account holder | $541 | $2,884-81.2% | $5,666-90.5% | $4,296-87.4% |