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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 | $174,964 | $56,894+207.5% | $84,753+106.4% | $62,881+178.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.51% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $8,217 | $2,400+242.4% | $3,574+129.9% | $2,281+260.2% |
| Participant deferral / active EE | $9,504 | $2,709+250.8% | $3,712+156.0% | $3,203+196.7% |
| Admin fee / account holder | $2,509 | $3,581-29.9% | $5,333-53.0% | $4,296-41.6% |