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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 | $220,631 | $78,428+181.3% | $95,960+129.9% | $79,852+176.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.56% | 19.37%-5.8pp | 91.63%-78.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $3,611 | $1,945+85.6% | $2,541+42.1% | $2,471+46.1% |
| Participant deferral / active EE | $8,036 | $3,440+133.6% | $4,167+92.9% | $3,740+114.9% |
| Admin fee / account holder | $2,196 | $5,622-60.9% | $6,797-67.7% | $5,306-58.6% |