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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 | $69,138 | $70,486-1.9% | $100,528-31.2% | $79,852-13.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 27.37% | 21.90%+5.5pp | 30.90%-3.5pp | 31.72%-4.4pp |
| Employer contribution / active EE | $6,436 | $2,165+197.3% | $3,419+88.3% | $2,471+160.4% |
| Participant deferral / active EE | $10,701 | $5,182+106.5% | $6,271+70.6% | $3,740+186.1% |
| Admin fee / account holder | $8,234 | $4,480+83.8% | $8,084+1.9% | $5,306+55.2% |