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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 | $86,794 | $55,713+55.8% | $75,894+14.4% | $72,983+18.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 31.60% | 27.60%+4.0pp | 30.76%+0.8pp | 81.01%-49.4pp |
| Employer contribution / active EE | $5,885 | $1,687+248.9% | $2,501+135.3% | $2,440+141.2% |
| Participant deferral / active EE | $9,454 | $2,634+258.9% | $3,603+162.4% | $3,608+162.1% |
| Admin fee / account holder | $7,755 | $3,980+94.8% | $5,420+43.1% | $5,124+51.3% |