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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 | $220,113 | $76,551+187.5% | $123,894+77.7% | $62,881+250.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.47% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $9,223 | $2,882+220.0% | $4,617+99.8% | $2,281+304.4% |
| Participant deferral / active EE | $9,105 | $4,840+88.1% | $5,984+52.1% | $3,203+184.3% |
| Admin fee / account holder | $619 | $4,826-87.2% | $8,357-92.6% | $4,296-85.6% |