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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 | $68,397 | $60,349+13.3% | $74,184-7.8% | $62,881+8.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 10.94% | 21.38%-10.4pp | 17.74%-6.8pp | 20.14%-9.2pp |
| Employer contribution / active EE | $4,277 | $1,680+154.5% | $2,370+80.5% | $2,281+87.5% |
| Participant deferral / active EE | $4,575 | $2,856+60.2% | $3,550+28.9% | $3,203+42.8% |
| Admin fee / account holder | $15,680 | $4,261+268.0% | $5,586+180.7% | $4,296+265.0% |