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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 | $78,425 | $65,712+19.3% | $57,196+37.1% | $273,973-71.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.07% | 22.01%-13.9pp | 14.59%-6.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $8,049 | $3,280+145.4% | $2,683+200.0% | $4,869+65.3% |
| Participant deferral / active EE | $7,067 | $3,782+86.9% | $3,096+128.2% | $5,287+33.7% |
| Admin fee / account holder | $13,368 | $4,838+176.3% | $3,141+325.7% | $10,133+31.9% |