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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 | $76,834+170.3% | $108,359+91.7% | $87,485+137.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 16.15% | 19.09%-2.9pp | 36.89%-20.7pp | 26.06%-9.9pp |
| Employer contribution / active EE | $6,998 | $1,556+349.7% | $2,399+191.7% | $2,596+169.6% |
| Participant deferral / active EE | $3,475 | $3,100+12.1% | $4,137-16.0% | $4,274-18.7% |
| Admin fee / account holder | $7,991 | $6,537+22.2% | $9,741-18.0% | $7,775+2.8% |