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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 | $78,398 | $57,073+37.4% | $85,126-7.9% | $80,925-3.1% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 23.69% | 21.69%+2.0pp | 66.63%-42.9pp | 35.65%-12.0pp |
| Employer contribution / active EE | $6,201 | $1,801+244.4% | $2,731+127.0% | $2,756+125.0% |
| Participant deferral / active EE | $11,138 | $3,113+257.8% | $4,523+146.2% | $4,299+159.1% |
| Admin fee / account holder | $6,234 | $4,988+25.0% | $6,160+1.2% | $6,940-10.2% |