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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 | $123,411 | $62,583+97.2% | $76,767+60.8% | $64,173+92.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 7.53% | -1.95%+9.5pp | 2.43%+5.1pp | 7.63%-0.1pp |
| Employer contribution / active EE | $6,973 | $1,832+280.6% | $2,485+180.6% | $2,381+192.9% |
| Participant deferral / active EE | $4,380 | $3,145+39.3% | $3,852+13.7% | $3,470+26.2% |
| Admin fee / account holder | $2,070 | $4,667-55.6% | $6,675-69.0% | $4,887-57.6% |