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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 | $165,846 | $52,467+216.1% | $57,196+190.0% | $55,167+200.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.03% | 7.72%-1.7pp | 14.59%-8.6pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,755 | $2,477+11.2% | $2,683+2.7% | $1,963+40.4% |
| Participant deferral / active EE | $1,929 | $2,830-31.8% | $3,096-37.7% | $3,054-36.8% |
| Admin fee / account holder | $7,420 | $269+2657.7% | $3,141+136.3% | $504+1372.5% |