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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 | $81,753 | $57,828+41.4% | $117,039-30.1% | $70,126+16.6% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 18.14% | 17.55%+0.6pp | 18.95%-0.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $8,912 | $1,816+390.8% | $3,785+135.5% | $2,343+280.4% |
| Participant deferral / active EE | $4,673 | $2,438+91.7% | $3,929+18.9% | $3,332+40.3% |
| Admin fee / account holder | $7,059 | $3,548+99.0% | $5,974+18.2% | $4,645+52.0% |