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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 | $186,425 | $60,349+208.9% | $74,184+151.3% | $62,881+196.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.43% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,969 | $1,680+136.2% | $2,370+67.4% | $2,281+74.0% |
| Participant deferral / active EE | $5,691 | $2,856+99.3% | $3,550+60.3% | $3,203+77.7% |
| Admin fee / account holder | $5,945 | $4,261+39.5% | $5,586+6.4% | $4,296+38.4% |