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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 | $110,421 | $56,894+94.1% | $84,753+30.3% | $62,881+75.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.57% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $10,807 | $2,400+350.3% | $3,574+202.3% | $2,281+373.8% |
| Participant deferral / active EE | $1,863 | $2,709-31.2% | $3,712-49.8% | $3,203-41.8% |
| Admin fee / account holder | $8,276 | $3,581+131.1% | $5,333+55.2% | $4,296+92.7% |