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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 | $110,112 | $53,596+105.4% | $90,655+21.5% | $64,181+71.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 6.75% | 4.41%+2.3pp | 1.89%+4.9pp | 7.63%-0.9pp |
| Employer contribution / active EE | $8,333 | $1,503+454.5% | $2,532+229.2% | $2,381+250.0% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,877 | $3,868+155.4% | $4,994+97.8% | $4,887+102.1% |