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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 | $102,500 | $86,949+17.9% | $102,4600% | $80,959+26.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.92% | 18.89%-4.0pp | 29.47%-14.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $7,325 | $2,370+209.1% | $3,025+142.1% | $2,757+165.7% |
| Participant deferral / active EE | $7,616 | $4,121+84.8% | $5,056+50.6% | $4,300+77.1% |
| Admin fee / account holder | $8,031 | $8,048-0.2% | $9,460-15.1% | $6,925+16.0% |