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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 | $161,904 | $51,769+212.7% | $57,356+182.3% | $52,331+209.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.63% | 2.43%-0.8pp | 24.41%-22.8pp | 4.54%-2.9pp |
| Employer contribution / active EE | $2,662 | $2,335+14.0% | $2,689-1.0% | $1,882+41.5% |
| Participant deferral / active EE | $1,860 | $2,794-33.4% | $3,162-41.2% | $3,022-38.5% |
| Admin fee / account holder | $9,038 | $295+2966.1% | $3,357+169.2% | $592+1427.7% |