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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 | $54,085 | $66,764-19.0% | $88,497-38.9% | $62,881-14.0% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 9.50% | 10.37%-0.9pp | 7.63%+1.9pp | 20.14%-10.6pp |
| Employer contribution / active EE | $6,468 | $3,077+110.2% | $4,036+60.2% | $2,281+183.6% |
| Participant deferral / active EE | $6,341 | $3,976+59.5% | $4,899+29.4% | $3,203+98.0% |
| Admin fee / account holder | $1,032 | $4,668-77.9% | $6,220-83.4% | $4,296-76.0% |