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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 | $196,930 | $60,349+226.3% | $74,184+165.5% | $62,881+213.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.08% | 21.38%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,171 | $1,680+29.2% | $2,370-8.4% | $2,281-4.8% |
| Participant deferral / active EE | $10,774 | $2,856+277.2% | $3,550+203.5% | $3,203+236.4% |
| Admin fee / account holder | $44,342 | $4,261+940.7% | $5,586+693.9% | $4,296+932.2% |