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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 | $212,961 | $71,230+199.0% | $93,727+127.2% | $80,959+163.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 19.96% | 11.26%+8.7pp | 133.83%-113.9pp | 35.67%-15.7pp |
| Employer contribution / active EE | $8,826 | $1,565+463.8% | $2,421+264.5% | $2,757+220.1% |
| Participant deferral / active EE | $6,611 | $4,037+63.7% | $4,417+49.7% | $4,300+53.7% |
| Admin fee / account holder | $3,523 | $6,961-49.4% | $8,292-57.5% | $6,925-49.1% |