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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 | $227,280 | $56,894+299.5% | $84,753+168.2% | $62,881+261.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.42% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $16,611 | $2,400+592.2% | $3,574+364.7% | $2,281+628.2% |
| Participant deferral / active EE | $4,683 | $2,709+72.9% | $3,712+26.2% | $3,203+46.2% |
| Admin fee / account holder | $719 | $3,581-79.9% | $5,333-86.5% | $4,296-83.3% |