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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 | $249,023 | $59,804+316.4% | $81,982+203.8% | $79,856+211.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 14.73% | 17.56%-2.8pp | 41.31%-26.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,686 | $1,713+115.1% | $2,498+47.5% | $2,471+49.2% |
| Participant deferral / active EE | $10,067 | $2,695+273.5% | $3,722+170.4% | $3,741+169.1% |
| Admin fee / account holder | $1,062 | $4,288-75.2% | $5,665-81.3% | $5,306-80.0% |