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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 | $195,619 | $78,423+149.4% | $95,964+103.8% | $79,856+145.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.45% | 19.37%-4.9pp | 91.64%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3,051 | $1,945+56.8% | $2,541+20.0% | $2,471+23.5% |
| Participant deferral / active EE | $5,601 | $3,440+62.8% | $4,167+34.4% | $3,741+49.7% |
| Admin fee / account holder | $9,196 | $5,622+63.6% | $6,797+35.3% | $5,306+73.3% |