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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 | $207,672 | $83,898+147.5% | $133,346+55.7% | $94,015+120.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 16.15% | 16.00%+0.2pp | 36.85%-20.7pp | 17.84%-1.7pp |
| Employer contribution / active EE | $6,998 | $1,821+284.4% | $2,853+145.3% | $2,790+150.8% |
| Participant deferral / active EE | $3,475 | $3,245+7.1% | $4,332-19.8% | $4,249-18.2% |
| Admin fee / account holder | $7,991 | $7,809+2.3% | $14,264-44.0% | $8,951-10.7% |