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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 | $86,652 | $52,306+65.7% | $69,779+24.2% | $62,881+37.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 6.35% | 13.35%-7.0pp | 12.99%-6.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,614 | $1,799+156.5% | $2,338+97.3% | $2,281+102.3% |
| Participant deferral / active EE | $2,442 | $2,395+2.0% | $2,931-16.7% | $3,203-23.8% |
| Admin fee / account holder | $11,795 | $3,691+219.5% | $4,381+169.2% | $4,296+174.6% |