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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 | $96,681 | $56,894+69.9% | $84,753+14.1% | $62,881+53.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 11.30% | 6.30%+5.0pp | 22.78%-11.5pp | 20.14%-8.8pp |
| Employer contribution / active EE | $9,442 | $2,400+293.4% | $3,574+164.2% | $2,281+314.0% |
| Participant deferral / active EE | $4,776 | $2,709+76.3% | $3,712+28.7% | $3,203+49.1% |
| Admin fee / account holder | $8,549 | $3,581+138.7% | $5,333+60.3% | $4,296+99.0% |