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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 | $174,290 | $49,025+255.5% | $87,502+99.2% | $62,881+177.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 12.86% | 10.02%+2.8pp | 12.21%+0.6pp | 20.14%-7.3pp |
| Employer contribution / active EE | $3,134 | $1,372+128.5% | $2,550+22.9% | $2,281+37.4% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,088 | $4,065-73.2% | $4,221-74.2% | $4,296-74.7% |