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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 | $63,773+259.6% | $81,286+182.1% | $80,925+183.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 11.16% | 16.37%-5.2pp | 24.80%-13.6pp | 35.65%-24.5pp |
| Employer contribution / active EE | $8,316 | $1,979+320.1% | $2,463+237.7% | $2,756+201.7% |
| Participant deferral / active EE | $6,557 | $3,093+112.0% | $3,883+68.9% | $4,299+52.5% |
| Admin fee / account holder | $7,277 | $5,682+28.1% | $5,764+26.3% | $6,940+4.9% |