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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 | $86,760 | $76,551+13.3% | $123,894-30.0% | $62,881+38.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.24% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $6,886 | $2,882+138.9% | $4,617+49.2% | $2,281+201.9% |
| Participant deferral / active EE | $10,544 | $4,840+117.9% | $5,984+76.2% | $3,203+229.2% |
| Admin fee / account holder | $5,635 | $4,826+16.8% | $8,357-32.6% | $4,296+31.2% |