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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 | $86,725 | $56,894+52.4% | $84,753+2.3% | $62,881+37.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 11.43% | 6.30%+5.1pp | 22.78%-11.3pp | 20.14%-8.7pp |
| Employer contribution / active EE | $8,934 | $2,400+272.3% | $3,574+149.9% | $2,281+291.7% |
| Participant deferral / active EE | $7,090 | $2,709+161.7% | $3,712+91.0% | $3,203+121.4% |
| Admin fee / account holder | $4,503 | $3,581+25.8% | $5,333-15.6% | $4,296+4.8% |