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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 | $99,776 | $76,551+30.3% | $123,894-19.5% | $62,881+58.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.37% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $7,243 | $2,882+151.3% | $4,617+56.9% | $2,281+217.6% |
| Participant deferral / active EE | $9,213 | $4,840+90.4% | $5,984+54.0% | $3,203+187.6% |
| Admin fee / account holder | $4,345 | $4,826-10.0% | $8,357-48.0% | $4,296+1.1% |