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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 | $85,913 | $60,349+42.4% | $74,184+15.8% | $62,881+36.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.11% | 21.38%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $9,036 | $1,680+437.8% | $2,370+281.3% | $2,281+296.2% |
| Participant deferral / active EE | $2,789 | $2,856-2.4% | $3,550-21.4% | $3,203-12.9% |
| Admin fee / account holder | $7,513 | $4,261+76.3% | $5,586+34.5% | $4,296+74.9% |