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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 | $150,783 | $56,894+165.0% | $84,753+77.9% | $62,881+139.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.03% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,693 | $2,400+12.2% | $3,574-24.7% | $2,281+18.1% |
| Participant deferral / active EE | $8,103 | $2,709+199.1% | $3,712+118.3% | $3,203+153.0% |
| Admin fee / account holder | $567 | $3,581-84.2% | $5,333-89.4% | $4,296-86.8% |