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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 | $190,930 | $93,064+105.2% | $74,577+156.0% | $273,972-30.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.85% | 26.18%-18.3pp | 20.47%-12.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $18,948 | $3,160+499.6% | $2,525+650.3% | $4,869+289.2% |
| Participant deferral / active EE | $13,556 | $4,160+225.8% | $3,458+292.0% | $5,287+156.4% |
| Admin fee / account holder | $2,353 | $5,273-55.4% | $4,138-43.1% | $10,133-76.8% |