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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 | $104,413 | $60,349+73.0% | $74,184+40.7% | $62,881+66.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.85% | 21.38%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $6,668 | $1,680+296.8% | $2,370+181.3% | $2,281+192.3% |
| Participant deferral / active EE | $4,836 | $2,856+69.3% | $3,550+36.2% | $3,203+51.0% |
| Admin fee / account holder | $2,467 | $4,261-42.1% | $5,586-55.8% | $4,296-42.6% |