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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 | $71,204 | $39,534+80.1% | $46,225+54.0% | $62,881+13.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 79.5%+20.5pp | 69.3%+30.7pp |
| Annual return | 7.98% | 8.93%-1.0pp | 7.57%+0.4pp | 20.14%-12.2pp |
| Employer contribution / active EE | $6,550 | $2,646+147.5% | $3,424+91.3% | $2,281+187.2% |
| Participant deferral / active EE | $9,001 | $2,681+235.7% | $3,776+138.4% | $3,203+181.0% |
| Admin fee / account holder | $6,796 | $2,464+175.8% | $3,519+93.1% | $4,296+58.2% |