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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 | $59,127 | $51,708+14.3% | $106,619-44.5% | $62,881-6.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 8.85% | 4.69%+4.2pp | 9.42%-0.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $6,427 | $1,764+264.4% | $3,947+62.8% | $2,281+181.8% |
| Participant deferral / active EE | $6,094 | $2,315+163.2% | $3,930+55.1% | $3,203+90.3% |
| Admin fee / account holder | $8,531 | $3,349+154.8% | $6,418+32.9% | $4,296+98.6% |