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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 | $222,080 | $57,541+285.9% | $95,759+131.9% | $75,177+195.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.37% | 34.93%-20.6pp | 28.42%-14.0pp | 160.75%-146.4pp |
| Employer contribution / active EE | $5,859 | $1,808+224.1% | $2,836+106.6% | $2,671+119.3% |
| Participant deferral / active EE | $7,591 | $3,074+146.9% | $4,244+78.9% | $4,126+84.0% |
| Admin fee / account holder | $2,915 | $4,099-28.9% | $5,678-48.7% | $5,651-48.4% |