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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 | $138,001 | $43,338+218.4% | $59,887+130.4% | $64,173+115.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 9.72% | -1.55%+11.3pp | 3.46%+6.3pp | 7.63%+2.1pp |
| Employer contribution / active EE | $2,825 | $2,030+39.1% | $2,722+3.8% | $2,381+18.6% |
| Participant deferral / active EE | $6,037 | $2,547+137.0% | $3,402+77.4% | $3,470+74.0% |
| Admin fee / account holder | $6,016 | $3,007+100.0% | $3,591+67.5% | $4,887+23.1% |