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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 | $105,964 | $94,529+12.1% | $140,019-24.3% | $64,173+65.1% |
| Participation rate | 97.4% | 84.1%+13.3pp | 87.5%+9.9pp | 69.6%+27.8pp |
| Annual return | 6.62% | 7.77%-1.1pp | 651.17%-644.5pp | 7.63%-1.0pp |
| Employer contribution / active EE | $7,024 | $3,812+84.2% | $5,605+25.3% | $2,381+195.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,571 | $6,741-76.7% | $10,705-85.3% | $4,887-67.9% |