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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 | $105,917 | $60,349+75.5% | $74,184+42.8% | $62,881+68.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.15% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,056 | $1,680-37.2% | $2,370-55.4% | $2,281-53.7% |
| Participant deferral / active EE | $6,791 | $2,856+137.8% | $3,550+91.3% | $3,203+112.0% |
| Admin fee / account holder | $9,840 | $4,261+130.9% | $5,586+76.2% | $4,296+129.1% |