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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 | $75,619 | $87,834-13.9% | $133,975-43.6% | $62,881+20.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.09% | 12.05%-5.0pp | 29.29%-22.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $6,223 | $3,482+78.7% | $5,211+19.4% | $2,281+172.8% |
| Participant deferral / active EE | $7,592 | $4,812+57.8% | $6,282+20.9% | $3,203+137.0% |
| Admin fee / account holder | $1,028 | $5,372-80.9% | $9,324-89.0% | $4,296-76.1% |