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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 | $125,625 | $57,969+116.7% | $76,383+64.5% | $80,959+55.2% |
| Participation rate | 98.1% | 73.7%+24.4pp | 79.3%+18.8pp | 67.7%+30.4pp |
| Annual return | 13.51% | 15.90%-2.4pp | 13.79%-0.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $8,247 | $3,570+131.0% | $4,587+79.8% | $2,757+199.1% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $5,474-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,059 | $5,670-28.4% | $5,147-21.1% | $6,925-41.4% |