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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 | $188,464 | $72,177+161.1% | $115,038+63.8% | $59,633+216.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 7.00% | 12.02%-5.0pp | 26.14%-19.1pp | 2041.45%-2034.5pp |
| Employer contribution / active EE | $3,812 | $2,841+34.1% | $4,608-17.3% | $2,203+73.0% |
| Participant deferral / active EE | $9,363 | $4,783+95.8% | $6,026+55.4% | $3,192+193.4% |
| Admin fee / account holder | $8,984 | $4,927+82.3% | $8,175+9.9% | $4,297+109.1% |