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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 | $215,946 | $76,551+182.1% | $123,894+74.3% | $62,881+243.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.54% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $7,502 | $2,882+160.3% | $4,617+62.5% | $2,281+228.9% |
| Participant deferral / active EE | $6,503 | $4,840+34.4% | $5,984+8.7% | $3,203+103.0% |
| Admin fee / account holder | $2,521 | $4,826-47.8% | $8,357-69.8% | $4,296-41.3% |