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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 | $229,986 | $60,349+281.1% | $74,184+210.0% | $62,881+265.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.05% | 21.38%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,618 | $1,680+55.8% | $2,370+10.4% | $2,281+14.8% |
| Participant deferral / active EE | $6,950 | $2,856+143.3% | $3,550+95.8% | $3,203+117.0% |
| Admin fee / account holder | $51,112 | $4,261+1099.6% | $5,586+815.1% | $4,296+1089.8% |