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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 | $95,031 | $60,349+57.5% | $74,184+28.1% | $62,881+51.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.17% | 21.38%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $10,983 | $1,680+553.6% | $2,370+363.4% | $2,281+381.5% |
| Participant deferral / active EE | $4,217 | $2,856+47.6% | $3,550+18.8% | $3,203+31.6% |
| Admin fee / account holder | $1,003 | $4,261-76.5% | $5,586-82.0% | $4,296-76.7% |