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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 | $101,577 | $35,209+188.5% | $90,906+11.7% | $35,209+188.5% |
| Participation rate | 75.0% | 68.0%+7.0pp | 66.0%+9.0pp | 68.0%+7.0pp |
| Annual return | 11.11% | 8.28%+2.8pp | 15.40%-4.3pp | 8.28%+2.8pp |
| Employer contribution / active EE | $2,825 | $3,458-18.3% | $1,200+135.5% | $3,458-18.3% |
| Participant deferral / active EE | $5,635 | $3,634+55.1% | $3,250+73.4% | $3,634+55.1% |
| Admin fee / account holder | $34,919 | $6,138+468.9% | $16,174+115.9% | $6,138+468.9% |