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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 | $166,706 | $60,349+176.2% | $74,184+124.7% | $62,881+165.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.47% | 21.38%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,740 | $1,680+122.6% | $2,370+57.8% | $2,281+64.0% |
| Participant deferral / active EE | $8,083 | $2,856+183.0% | $3,550+127.7% | $3,203+152.4% |
| Admin fee / account holder | $8,114 | $4,261+90.4% | $5,586+45.3% | $4,296+88.9% |