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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 | $110,552 | $60,349+83.2% | $74,184+49.0% | $62,881+75.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.75% | 21.38%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $7,089 | $1,680+321.9% | $2,370+199.1% | $2,281+210.8% |
| Participant deferral / active EE | $5,841 | $2,856+104.5% | $3,550+64.6% | $3,203+82.4% |
| Admin fee / account holder | $42,622 | $4,261+900.3% | $5,586+663.1% | $4,296+892.2% |