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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 | $85,876 | $43,075+99.4% | $74,577+15.2% | $62,881+36.6% |
| Participation rate | 95.7% | 58.1%+37.7pp | 68.1%+27.6pp | 69.3%+26.4pp |
| Annual return | 6.38% | 17.50%-11.1pp | 20.47%-14.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $7,700 | $1,498+414.1% | $2,525+204.9% | $2,281+237.6% |
| Participant deferral / active EE | $4,672 | $2,389+95.5% | $3,458+35.1% | $3,203+45.9% |
| Admin fee / account holder | $1,160 | $2,840-59.2% | $4,138-72.0% | $4,296-73.0% |