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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 | $227,818 | $88,707+156.8% | $74,184+207.1% | $273,972-16.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.84% | 11.94%-3.1pp | 17.74%-8.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $20,059 | $3,159+534.9% | $2,370+746.3% | $4,869+312.0% |
| Participant deferral / active EE | $2,622 | $4,212-37.8% | $3,550-26.1% | $5,287-50.4% |
| Admin fee / account holder | $394 | $8,717-95.5% | $5,586-93.0% | $10,133-96.1% |