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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 | $210,293 | $71,215+195.3% | $93,696+124.4% | $80,935+159.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 20.91% | 11.27%+9.6pp | 133.74%-112.8pp | 35.66%-14.8pp |
| Employer contribution / active EE | $3,510 | $1,565+124.3% | $2,422+44.9% | $2,757+27.3% |
| Participant deferral / active EE | $5,927 | $4,037+46.8% | $4,417+34.2% | $4,299+37.8% |
| Admin fee / account holder | $5,886 | $6,958-15.4% | $8,287-29.0% | $6,924-15.0% |