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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 | $196,715 | $93,346+110.7% | $71,796+174.0% | $273,972-28.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.74% | 130.39%-123.7pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $11,763 | $2,733+330.4% | $1,924+511.3% | $4,869+141.6% |
| Participant deferral / active EE | $1,787 | $3,475-48.6% | $2,794-36.0% | $5,287-66.2% |
| Admin fee / account holder | $5,236 | $6,571-20.3% | $4,815+8.8% | $10,133-48.3% |