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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 | $98,320 | $56,894+72.8% | $84,753+16.0% | $62,881+56.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.46% | 6.30%+3.2pp | 22.78%-13.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $7,515 | $2,400+213.1% | $3,574+110.2% | $2,281+229.5% |
| Participant deferral / active EE | $7,446 | $2,709+174.8% | $3,712+100.6% | $3,203+132.5% |
| Admin fee / account holder | $2,774 | $3,581-22.5% | $5,333-48.0% | $4,296-35.4% |