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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 | $200,238 | $72,486+176.2% | $87,103+129.9% | $72,976+174.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.88% | 24.46%-5.6pp | 28.19%-9.3pp | 81.02%-62.1pp |
| Employer contribution / active EE | $5,308 | $1,894+180.3% | $2,521+110.5% | $2,440+117.5% |
| Participant deferral / active EE | $6,622 | $3,270+102.5% | $4,049+63.6% | $3,608+83.6% |
| Admin fee / account holder | $1,448 | $5,055-71.4% | $7,491-80.7% | $5,124-71.8% |