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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 | $233,464 | $56,894+310.4% | $84,753+175.5% | $62,881+271.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.06% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $10,017 | $2,400+317.4% | $3,574+180.2% | $2,281+339.1% |
| Participant deferral / active EE | $8,866 | $2,709+227.3% | $3,712+138.9% | $3,203+176.8% |
| Admin fee / account holder | $308 | $3,581-91.4% | $5,333-94.2% | $4,296-92.8% |