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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 | $244,751 | $71,215+243.7% | $93,696+161.2% | $80,935+202.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 18.43% | 11.27%+7.2pp | 133.74%-115.3pp | 35.66%-17.2pp |
| Employer contribution / active EE | $5,303 | $1,565+238.8% | $2,422+119.0% | $2,757+92.4% |
| Participant deferral / active EE | $7,497 | $4,037+85.7% | $4,417+69.8% | $4,299+74.4% |
| Admin fee / account holder | $2,412 | $6,958-65.3% | $8,287-70.9% | $6,924-65.2% |