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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 | $77,574+167.7% | $108,753+91.0% | $86,983+138.7% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 16.15% | 18.42%-2.3pp | 37.47%-21.3pp | 25.83%-9.7pp |
| Employer contribution / active EE | $6,998 | $1,611+334.5% | $2,427+188.4% | $2,584+170.8% |
| Participant deferral / active EE | $3,475 | $3,128+11.1% | $4,115-15.5% | $4,194-17.1% |
| Admin fee / account holder | $7,991 | $6,529+22.4% | $10,320-22.6% | $7,856+1.7% |