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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 | $70,857 | $51,708+37.0% | $106,619-33.5% | $62,881+12.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 7.33% | 4.69%+2.6pp | 9.42%-2.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,528 | $1,764+100.1% | $3,947-10.6% | $2,281+54.7% |
| Participant deferral / active EE | $5,479 | $2,315+136.6% | $3,930+39.4% | $3,203+71.1% |
| Admin fee / account holder | $24,610 | $3,349+634.9% | $6,418+283.4% | $4,296+472.9% |