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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 | $77,063 | $49,025+57.2% | $87,502-11.9% | $62,881+22.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 6.31% | 10.02%-3.7pp | 12.21%-5.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3,033 | $1,372+121.1% | $2,550+19.0% | $2,281+33.0% |
| Participant deferral / active EE | $5,227 | $2,289+128.3% | $3,149+66.0% | $3,203+63.2% |
| Admin fee / account holder | $8,636 | $4,065+112.4% | $4,221+104.6% | $4,296+101.0% |