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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 | $219,110 | $87,834+149.5% | $133,975+63.5% | $62,881+248.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.91% | 12.05%-4.1pp | 29.29%-21.4pp | 20.14%-12.2pp |
| Employer contribution / active EE | $7,176 | $3,482+106.1% | $5,211+37.7% | $2,281+214.6% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,014 | $5,372-62.5% | $9,324-78.4% | $4,296-53.1% |