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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 | $86,993 | $67,602+28.7% | $82,312+5.7% | $70,126+24.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.55% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $3,766 | $1,755+114.6% | $2,428+55.1% | $2,343+60.8% |
| Participant deferral / active EE | $8,963 | $2,987+200.1% | $3,706+141.8% | $3,332+169.0% |
| Admin fee / account holder | $19,232 | $4,512+326.3% | $5,608+242.9% | $4,645+314.0% |