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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 | $235,091 | $69,977+236.0% | $108,582+116.5% | $62,881+273.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.54% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $4,065 | $2,135+90.4% | $3,758+8.2% | $2,281+78.2% |
| Participant deferral / active EE | $9,430 | $3,165+198.0% | $4,311+118.7% | $3,203+194.4% |
| Admin fee / account holder | $5,358 | $5,076+5.6% | $7,645-29.9% | $4,296+24.7% |