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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 | $198,686 | $96,558+105.8% | $80,977+145.4% | $273,972-27.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.75% | 15.14%-8.4pp | 17.11%-10.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $15,490 | $4,869+218.1% | $3,715+317.0% | $4,869+218.1% |
| Participant deferral / active EE | $13,883 | $6,598+110.4% | $5,696+143.7% | $5,287+162.6% |
| Admin fee / account holder | $12,508 | $7,493+66.9% | $5,517+126.7% | $10,133+23.4% |