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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 | $206,738 | $87,733+135.6% | $106,555+94.0% | $85,847+140.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 16.14% | 21.86%-5.7pp | 26.80%-10.7pp | 318.61%-302.5pp |
| Employer contribution / active EE | $3,574 | $2,073+72.4% | $2,819+26.8% | $2,565+39.3% |
| Participant deferral / active EE | $6,858 | $3,469+97.7% | $4,399+55.9% | $3,952+73.5% |
| Admin fee / account holder | $5,872 | $6,767-13.2% | $7,408-20.7% | $6,261-6.2% |