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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 | $179,762 | $52,306+243.7% | $69,779+157.6% | $62,881+185.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 34.24% | 13.35%+20.9pp | 12.99%+21.2pp | 20.14%+14.1pp |
| Employer contribution / active EE | $3,332 | $1,799+85.2% | $2,338+42.5% | $2,281+46.1% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,768 | $3,691-52.1% | $4,381-59.6% | $4,296-58.8% |