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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 | $81,840 | $60,349+35.6% | $74,184+10.3% | $62,881+30.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.12% | 21.38%-13.3pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $5,674 | $1,680+237.7% | $2,370+139.4% | $2,281+148.8% |
| Participant deferral / active EE | $4,761 | $2,856+66.7% | $3,550+34.1% | $3,203+48.7% |
| Admin fee / account holder | $1,153 | $4,261-72.9% | $5,586-79.4% | $4,296-73.2% |