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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 | $102,264 | $52,379+95.2% | $46,225+121.2% | $273,972-62.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 7.87% | 7.23%+0.6pp | 7.57%+0.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $7,519 | $4,226+77.9% | $3,424+119.6% | $4,869+54.4% |
| Participant deferral / active EE | $8,198 | $4,660+75.9% | $3,776+117.1% | $5,287+55.0% |
| Admin fee / account holder | $17,328 | $4,652+272.5% | $3,519+392.4% | $10,133+71.0% |