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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 | $157,422 | $69,518+126.4% | $59,883+162.9% | $135,382+16.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 11.02% | 7.95%+3.1pp | 3.46%+7.6pp | 519.77%-508.7pp |
| Employer contribution / active EE | $7,579 | $3,235+134.3% | $2,722+178.4% | $4,779+58.6% |
| Participant deferral / active EE | $21,200 | $4,204+404.2% | $3,402+523.2% | $5,609+278.0% |
| Admin fee / account holder | $2,083 | $5,734-63.7% | $3,591-42.0% | $10,829-80.8% |