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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 | $175,433 | $71,878+144.1% | $86,698+102.3% | $68,486+156.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 5.38% | 3.53%+1.8pp | 35.95%-30.6pp | -7.85%+13.2pp |
| Employer contribution / active EE | $9,266 | $2,173+326.4% | $2,837+226.6% | $2,597+256.8% |
| Participant deferral / active EE | $6,607 | $3,779+74.8% | $4,656+41.9% | $4,028+64.0% |
| Admin fee / account holder | $333 | $6,113-94.6% | $7,493-95.6% | $5,404-93.8% |