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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 | $213,679 | $49,976+327.6% | $66,674+220.5% | $82,637+158.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 16.37% | 39.09%-22.7pp | 321.24%-304.9pp | 53.51%-37.1pp |
| Employer contribution / active EE | $7,970 | $1,988+300.9% | $2,620+204.2% | $2,552+212.3% |
| Participant deferral / active EE | $7,027 | $2,847+146.9% | $4,084+72.1% | $4,126+70.3% |
| Admin fee / account holder | $3,156 | $4,594-31.3% | $5,098-38.1% | $7,339-57.0% |