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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 | $64,517+255.4% | $81,438+181.6% | $80,874+183.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 11.16% | 16.35%-5.2pp | 24.74%-13.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $8,316 | $1,982+319.6% | $2,460+238.0% | $2,756+201.8% |
| Participant deferral / active EE | $6,557 | $3,096+111.8% | $3,883+68.9% | $4,297+52.6% |
| Admin fee / account holder | $7,277 | $5,677+28.2% | $5,764+26.3% | $6,935+4.9% |