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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 | $230,749 | $94,031+145.4% | $115,768+99.3% | $82,448+179.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 17.71% | 20.61%-2.9pp | 100.46%-82.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $12,528 | $2,323+439.2% | $2,940+326.2% | $2,551+391.1% |
| Participant deferral / active EE | $7,869 | $3,972+98.1% | $4,917+60.0% | $4,139+90.1% |
| Admin fee / account holder | $5,948 | $10,249-42.0% | $12,439-52.2% | $7,234-17.8% |