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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 | $92,122 | $60,349+52.7% | $74,184+24.2% | $62,881+46.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.91% | 21.38%-13.5pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,242 | $1,680+93.0% | $2,370+36.8% | $2,281+42.1% |
| Participant deferral / active EE | $4,827 | $2,856+69.0% | $3,550+36.0% | $3,203+50.7% |
| Admin fee / account holder | $14,239 | $4,261+234.2% | $5,586+154.9% | $4,296+231.5% |