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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 | $80,956 | $60,349+34.1% | $74,184+9.1% | $62,881+28.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.09% | 21.38%-14.3pp | 17.74%-10.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,938 | $1,680+134.3% | $2,370+66.1% | $2,281+72.6% |
| Participant deferral / active EE | $10,869 | $2,856+280.5% | $3,550+206.2% | $3,203+239.3% |
| Admin fee / account holder | $598 | $4,261-86.0% | $5,586-89.3% | $4,296-86.1% |