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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 | $234,408 | $60,349+288.4% | $74,184+216.0% | $62,881+272.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.05% | 21.38%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,298 | $1,680+36.8% | $2,370-3.1% | $2,281+0.7% |
| Participant deferral / active EE | $2,623 | $2,856-8.2% | $3,550-26.1% | $3,203-18.1% |
| Admin fee / account holder | $1,896 | $4,261-55.5% | $5,586-66.0% | $4,296-55.9% |