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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 | $96,438 | $73,981+30.4% | $105,754-8.8% | $62,881+53.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 8.96% | 17.60%-8.6pp | 12.25%-3.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $8,917 | $2,856+212.2% | $4,079+118.6% | $2,281+290.9% |
| Participant deferral / active EE | $11,810 | $4,038+192.4% | $5,326+121.8% | $3,203+268.7% |
| Admin fee / account holder | $914 | $5,976-84.7% | $8,309-89.0% | $4,296-78.7% |