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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 | $90,852 | $67,703+34.2% | $127,803-28.9% | $65,186+39.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 79.0%+21.0pp | 70.2%+29.8pp |
| Annual return | 29.79% | 24.36%+5.4pp | 26.14%+3.6pp | 29.39%+0.4pp |
| Employer contribution / active EE | $7,724 | $3,724+107.4% | $4,576+68.8% | $2,177+254.9% |
| Participant deferral / active EE | $10,234 | $4,787+113.8% | $6,023+69.9% | $3,514+191.2% |
| Admin fee / account holder | $8,502 | $618+1274.7% | $9,399-9.5% | $847+903.5% |