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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 | $193,879 | $57,828+235.3% | $117,039+65.7% | $70,126+176.5% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 17.19% | 17.55%-0.4pp | 18.95%-1.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $5,236 | $1,816+188.4% | $3,785+38.4% | $2,343+123.5% |
| Participant deferral / active EE | $4,186 | $2,438+71.7% | $3,929+6.5% | $3,332+25.7% |
| Admin fee / account holder | $2,365 | $3,548-33.3% | $5,974-60.4% | $4,645-49.1% |