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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 | $227,585 | $73,981+207.6% | $105,754+115.2% | $62,881+261.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 6.38% | 17.60%-11.2pp | 12.25%-5.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $964 | $2,856-66.2% | $4,079-76.4% | $2,281-57.7% |
| Participant deferral / active EE | $5,761 | $4,038+42.7% | $5,326+8.2% | $3,203+79.9% |
| Admin fee / account holder | $358 | $5,976-94.0% | $8,309-95.7% | $4,296-91.7% |