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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 | $208,776 | $70,430+196.4% | $96,572+116.2% | $85,851+143.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.55% | 18.58%-6.0pp | 37.79%-25.2pp | 318.63%-306.1pp |
| Employer contribution / active EE | $4,447 | $1,413+214.7% | $2,357+88.7% | $2,565+73.3% |
| Participant deferral / active EE | $5,982 | $2,894+106.7% | $3,850+55.4% | $3,952+51.3% |
| Admin fee / account holder | $12,693 | $4,996+154.1% | $6,183+105.3% | $6,261+102.7% |