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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 | $240,152 | $72,486+231.3% | $87,103+175.7% | $72,976+229.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.57% | 24.46%+0.1pp | 28.19%-3.6pp | 81.02%-56.4pp |
| Employer contribution / active EE | $14,124 | $1,894+645.8% | $2,521+460.2% | $2,440+478.8% |
| Participant deferral / active EE | $2,772 | $3,270-15.2% | $4,049-31.5% | $3,608-23.2% |
| Admin fee / account holder | $8,987 | $5,055+77.8% | $7,491+20.0% | $5,124+75.4% |