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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 | $229,307 | $63,845+259.2% | $81,370+181.8% | $80,959+183.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 11.16% | 16.37%-5.2pp | 24.85%-13.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $8,316 | $1,980+320.1% | $2,464+237.5% | $2,757+201.6% |
| Participant deferral / active EE | $6,557 | $3,093+112.0% | $3,885+68.8% | $4,300+52.5% |
| Admin fee / account holder | $7,277 | $5,688+27.9% | $5,749+26.6% | $6,925+5.1% |