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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 | $103,318 | $92,219+12.0% | $76,768+34.6% | $135,379-23.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 7.69% | 5.46%+2.2pp | 2.43%+5.3pp | 519.79%-512.1pp |
| Employer contribution / active EE | $12,737 | $3,216+296.1% | $2,485+412.5% | $4,779+166.5% |
| Participant deferral / active EE | $6,216 | $4,508+37.9% | $3,852+61.4% | $5,609+10.8% |
| Admin fee / account holder | $9,673 | $10,749-10.0% | $6,675+44.9% | $10,828-10.7% |