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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 | $93,510 | $54,757+70.8% | $90,287+3.6% | $72,986+28.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.93% | 30.63%-8.7pp | 78.10%-56.2pp | 81.01%-59.1pp |
| Employer contribution / active EE | $6,392 | $2,092+205.4% | $2,855+123.9% | $2,440+162.0% |
| Participant deferral / active EE | $7,005 | $2,887+142.7% | $3,885+80.3% | $3,607+94.2% |
| Admin fee / account holder | $12,182 | $3,972+206.7% | $5,351+127.6% | $5,124+137.7% |