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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 | $83,042 | $93,064-10.8% | $74,577+11.4% | $273,972-69.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.92% | 26.18%-18.3pp | 20.47%-12.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $6,416 | $3,160+103.0% | $2,525+154.1% | $4,869+31.8% |
| Participant deferral / active EE | $13,156 | $4,160+216.2% | $3,458+280.4% | $5,287+148.8% |
| Admin fee / account holder | $20,316 | $5,273+285.3% | $4,138+391.0% | $10,133+100.5% |