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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 | $238,822 | $80,983+194.9% | $96,544+147.4% | $75,177+217.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.41% | 27.05%-12.6pp | 25.88%-11.5pp | 160.75%-146.3pp |
| Employer contribution / active EE | $3,773 | $2,282+65.3% | $2,966+27.2% | $2,671+41.2% |
| Participant deferral / active EE | $6,816 | $3,929+73.5% | $4,851+40.5% | $4,126+65.2% |
| Admin fee / account holder | $1,050 | $6,717-84.4% | $8,254-87.3% | $5,651-81.4% |