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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 | $81,038 | $60,349+34.3% | $74,184+9.2% | $62,881+28.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.99% | 21.38%-14.4pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,143 | $1,680-32.0% | $2,370-51.8% | $2,281-49.9% |
| Participant deferral / active EE | $7,559 | $2,856+164.6% | $3,550+112.9% | $3,203+136.0% |
| Admin fee / account holder | $12,610 | $4,261+196.0% | $5,586+125.8% | $4,296+193.6% |