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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 | $183,756 | $56,054+227.8% | $171,082+7.4% | $62,881+192.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 6.50% | 22.52%-16.0pp | 32.56%-26.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $12,279 | $1,731+609.4% | $4,002+206.8% | $2,281+438.4% |
| Participant deferral / active EE | $6,916 | $3,158+119.0% | $4,797+44.2% | $3,203+115.9% |
| Admin fee / account holder | $17,704 | $3,647+385.5% | $8,520+107.8% | $4,296+312.1% |