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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 | $211,475 | $45,050+369.4% | $63,018+235.6% | $70,126+201.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.17% | 18.76%-2.6pp | 87.62%-71.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $10,725 | $2,052+422.7% | $2,761+288.5% | $2,343+357.9% |
| Participant deferral / active EE | $11,565 | $2,466+369.1% | $3,330+247.3% | $3,332+247.1% |
| Admin fee / account holder | $8,765 | $2,834+209.3% | $3,601+143.4% | $4,645+88.7% |