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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 | $203,639 | $49,239+313.6% | $70,462+189.0% | $79,858+155.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.81% | 30.08%-14.3pp | 109.08%-93.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $9,105 | $2,100+333.6% | $2,737+232.6% | $2,471+268.5% |
| Participant deferral / active EE | $6,373 | $2,769+130.1% | $3,710+71.8% | $3,740+70.4% |
| Admin fee / account holder | $950 | $2,876-67.0% | $3,845-75.3% | $5,306-82.1% |