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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 | $219,930 | $76,551+187.3% | $123,894+77.5% | $62,881+249.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.58% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,503 | $2,882+21.5% | $4,617-24.1% | $2,281+53.6% |
| Participant deferral / active EE | $10,714 | $4,840+121.4% | $5,984+79.0% | $3,203+234.5% |
| Admin fee / account holder | $1,950 | $4,826-59.6% | $8,357-76.7% | $4,296-54.6% |