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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 | $235,597 | $83,090+183.5% | $130,062+81.1% | $71,529+229.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 16.61% | 20.61%-4.0pp | -137.37%+154.0pp | 28.97%-12.4pp |
| Employer contribution / active EE | $8,379 | $2,624+219.4% | $4,322+93.9% | $2,590+223.6% |
| Participant deferral / active EE | $2,464 | $4,436-44.5% | $5,821-57.7% | $4,291-42.6% |
| Admin fee / account holder | $5,402 | $1,727+212.8% | $10,601-49.0% | $1,588+240.1% |