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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 | $105,862 | $76,551+38.3% | $123,894-14.6% | $62,881+68.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.11% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $7,230 | $2,882+150.8% | $4,617+56.6% | $2,281+217.0% |
| Participant deferral / active EE | $8,066 | $4,840+66.7% | $5,984+34.8% | $3,203+151.8% |
| Admin fee / account holder | $2,459 | $4,826-49.0% | $8,357-70.6% | $4,296-42.7% |