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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 | $71,986 | $39,132+84.0% | $57,196+25.9% | $62,881+14.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 11.02% | 9.24%+1.8pp | 14.59%-3.6pp | 20.14%-9.1pp |
| Employer contribution / active EE | $9,974 | $1,874+432.2% | $2,683+271.7% | $2,281+337.3% |
| Participant deferral / active EE | $7,803 | $2,374+228.6% | $3,096+152.0% | $3,203+143.6% |
| Admin fee / account holder | $516 | $2,594-80.1% | $3,141-83.6% | $4,296-88.0% |