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 | $190,360 | $47,947+297.0% | $67,836+180.6% | $62,881+202.7% |
| Participation rate | 98.6% | 61.1%+37.6pp | 68.8%+29.8pp | 69.3%+29.3pp |
| Annual return | 8.67% | 11.77%-3.1pp | 138.49%-129.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $3,746 | $1,563+139.7% | $2,404+55.9% | $2,281+64.2% |
| Participant deferral / active EE | $10,601 | $2,247+371.8% | $3,160+235.5% | $3,203+231.0% |
| Admin fee / account holder | $1,942 | $3,707-47.6% | $4,621-58.0% | $4,296-54.8% |