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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 | $176,860 | $60,349+193.1% | $74,184+138.4% | $62,881+181.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.23% | 21.38%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $7,362 | $1,680+338.1% | $2,370+210.6% | $2,281+222.8% |
| Participant deferral / active EE | $6,481 | $2,856+126.9% | $3,550+82.6% | $3,203+102.3% |
| Admin fee / account holder | $11,727 | $4,261+175.2% | $5,586+110.0% | $4,296+173.0% |