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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 | $173,152 | $52,580+229.3% | $71,671+141.6% | $70,126+146.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 15.28% | 20.25%-5.0pp | 20.65%-5.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $3,287 | $1,616+103.4% | $2,460+33.6% | $2,343+40.3% |
| Participant deferral / active EE | $8,843 | $2,386+270.6% | $3,438+157.2% | $3,332+165.4% |
| Admin fee / account holder | $12,460 | $3,653+241.1% | $5,558+124.2% | $4,645+168.2% |