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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 | $118,596 | $76,551+54.9% | $123,894-4.3% | $62,881+88.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.62% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,643 | $2,882+26.4% | $4,617-21.1% | $2,281+59.7% |
| Participant deferral / active EE | $7,874 | $4,840+62.7% | $5,984+31.6% | $3,203+145.8% |
| Admin fee / account holder | $10,610 | $4,826+119.9% | $8,357+27.0% | $4,296+147.0% |