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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 | $98,829 | $76,551+29.1% | $123,894-20.2% | $62,881+57.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.77% | 18.68%-8.9pp | 47.52%-37.7pp | 20.14%-10.4pp |
| Employer contribution / active EE | $7,160 | $2,882+148.4% | $4,617+55.1% | $2,281+213.9% |
| Participant deferral / active EE | $7,113 | $4,840+47.0% | $5,984+18.9% | $3,203+122.1% |
| Admin fee / account holder | $3,092 | $4,826-35.9% | $8,357-63.0% | $4,296-28.0% |