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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 | $112,059 | $60,349+85.7% | $74,184+51.1% | $62,881+78.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.46% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $5,027 | $1,680+199.2% | $2,370+112.1% | $2,281+120.4% |
| Participant deferral / active EE | $2,818 | $2,856-1.3% | $3,550-20.6% | $3,203-12.0% |
| Admin fee / account holder | $8,789 | $4,261+106.3% | $5,586+57.4% | $4,296+104.6% |