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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 | $204,621 | $78,707+160.0% | $117,861+73.6% | $70,126+191.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.25% | 23.30%-7.0pp | 335.11%-318.9pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,355 | $2,223+5.9% | $3,786-37.8% | $2,343+0.5% |
| Participant deferral / active EE | $3,734 | $3,297+13.3% | $4,482-16.7% | $3,332+12.1% |
| Admin fee / account holder | $10,163 | $5,066+100.6% | $8,021+26.7% | $4,645+118.8% |