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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 | $133,711 | $56,894+135.0% | $84,753+57.8% | $62,881+112.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.81% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.3pp |
| Employer contribution / active EE | $10,035 | $2,400+318.2% | $3,574+180.8% | $2,281+340.0% |
| Participant deferral / active EE | $4,491 | $2,709+65.8% | $3,712+21.0% | $3,203+40.2% |
| Admin fee / account holder | $18,242 | $3,581+409.4% | $5,333+242.1% | $4,296+324.7% |