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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 | $86,795 | $52,306+65.9% | $69,779+24.4% | $62,881+38.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 6.96% | 13.35%-6.4pp | 12.99%-6.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,103 | $1,799+128.1% | $2,338+75.5% | $2,281+79.9% |
| Participant deferral / active EE | $4,088 | $2,395+70.7% | $2,931+39.5% | $3,203+27.6% |
| Admin fee / account holder | $1,713 | $3,691-53.6% | $4,381-60.9% | $4,296-60.1% |