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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 | $237,543 | $57,119+315.9% | $85,187+178.8% | $80,935+193.5% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 15.92% | 21.70%-5.8pp | 66.67%-50.7pp | 35.66%-19.7pp |
| Employer contribution / active EE | $13,160 | $1,802+630.5% | $2,732+381.6% | $2,757+377.4% |
| Participant deferral / active EE | $10,222 | $3,115+228.2% | $4,525+125.9% | $4,299+137.8% |
| Admin fee / account holder | $4,088 | $4,990-18.1% | $6,162-33.7% | $6,924-41.0% |