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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 | $215,331 | $45,087+377.6% | $69,483+209.9% | $72,976+195.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.72% | 22.67%-1.9pp | 28.99%-8.3pp | 81.02%-60.3pp |
| Employer contribution / active EE | $10,237 | $2,055+398.1% | $2,780+268.3% | $2,440+319.5% |
| Participant deferral / active EE | $13,564 | $2,603+421.1% | $3,537+283.6% | $3,608+276.0% |
| Admin fee / account holder | $16,960 | $3,057+454.8% | $3,841+341.6% | $5,124+231.0% |