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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 | $57,057+37.4% | $85,009-7.8% | $80,874-3.1% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 23.69% | 21.66%+2.0pp | 66.47%-42.8pp | 35.62%-11.9pp |
| Employer contribution / active EE | $6,201 | $1,799+244.7% | $2,728+127.3% | $2,756+125.0% |
| Participant deferral / active EE | $11,138 | $3,112+258.0% | $4,522+146.3% | $4,297+159.2% |
| Admin fee / account holder | $6,234 | $4,986+25.0% | $6,153+1.3% | $6,935-10.1% |