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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 | $106,407 | $76,551+39.0% | $123,894-14.1% | $62,881+69.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.36% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $3,216 | $2,882+11.6% | $4,617-30.3% | $2,281+41.0% |
| Participant deferral / active EE | $7,116 | $4,840+47.0% | $5,984+18.9% | $3,203+122.2% |
| Admin fee / account holder | $368 | $4,826-92.4% | $8,357-95.6% | $4,296-91.4% |