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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 | $95,656 | $43,075+122.1% | $74,577+28.3% | $62,881+52.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 8.90% | 17.50%-8.6pp | 20.47%-11.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $6,433 | $1,498+329.5% | $2,525+154.7% | $2,281+182.0% |
| Participant deferral / active EE | $5,797 | $2,389+142.6% | $3,458+67.6% | $3,203+81.0% |
| Admin fee / account holder | $9,569 | $2,840+236.9% | $4,138+131.2% | $4,296+122.7% |