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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 | $224,386 | $79,894+180.9% | $135,792+65.2% | $82,637+171.5% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.6%+27.4pp | 68.1%+31.9pp |
| Annual return | 18.90% | 17.20%+1.7pp | 25.96%-7.1pp | 53.51%-34.6pp |
| Employer contribution / active EE | $10,549 | $2,165+387.3% | $3,496+201.8% | $2,552+313.4% |
| Participant deferral / active EE | $17,182 | $3,194+437.9% | $4,759+261.0% | $4,126+316.4% |
| Admin fee / account holder | $9,255 | $6,434+43.8% | $12,266-24.5% | $7,339+26.1% |