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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 | $193,218 | $76,371+153.0% | $93,621+106.4% | $72,976+164.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 24.33% | 25.82%-1.5pp | 32.76%-8.4pp | 81.02%-56.7pp |
| Employer contribution / active EE | $2,451 | $2,276+7.7% | $2,719-9.8% | $2,440+0.5% |
| Participant deferral / active EE | $5,692 | $3,538+60.9% | $4,070+39.9% | $3,608+57.8% |
| Admin fee / account holder | $2,078 | $6,839-69.6% | $7,890-73.7% | $5,124-59.4% |