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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 | $83,137 | $60,349+37.8% | $74,184+12.1% | $62,881+32.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.72% | 21.38%-12.7pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $7,002 | $1,680+316.7% | $2,370+195.4% | $2,281+207.0% |
| Participant deferral / active EE | $2,892 | $2,856+1.2% | $3,550-18.5% | $3,203-9.7% |
| Admin fee / account holder | $2,571 | $4,261-39.7% | $5,586-54.0% | $4,296-40.2% |