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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 | $107,066 | $60,349+77.4% | $74,184+44.3% | $62,881+70.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.50% | 21.38%-13.9pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,815 | $1,680+67.5% | $2,370+18.8% | $2,281+23.4% |
| Participant deferral / active EE | $5,735 | $2,856+100.8% | $3,550+61.6% | $3,203+79.1% |
| Admin fee / account holder | $8,453 | $4,261+98.4% | $5,586+51.3% | $4,296+96.8% |