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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 | $109,117 | $60,349+80.8% | $74,184+47.1% | $62,881+73.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.12% | 21.38%-12.3pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $789 | $1,680-53.0% | $2,370-66.7% | $2,281-65.4% |
| Participant deferral / active EE | $4,027 | $2,856+41.0% | $3,550+13.5% | $3,203+25.7% |
| Admin fee / account holder | $13,059 | $4,261+206.5% | $5,586+133.8% | $4,296+204.0% |