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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 | $187,125 | $45,152+314.4% | $73,835+153.4% | $59,633+213.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.75% | 27.40%-24.7pp | 2268.13%-2265.4pp | 2041.40%-2038.7pp |
| Employer contribution / active EE | $10,486 | $1,901+451.5% | $2,788+276.2% | $2,203+376.1% |
| Participant deferral / active EE | $12,030 | $2,573+367.6% | $3,583+235.7% | $3,192+276.9% |
| Admin fee / account holder | $740 | $3,515-79.0% | $4,880-84.8% | $4,297-82.8% |