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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 | $108,857 | $63,140+72.4% | $304,612-64.3% | $116,462-6.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 81.9%+18.1pp | 74.7%+25.3pp |
| Annual return | 11.73% | 15.04%-3.3pp | 329.91%-318.2pp | 15.65%-3.9pp |
| Employer contribution / active EE | $6,131 | $2,385+157.1% | $7,476-18.0% | $3,231+89.7% |
| Participant deferral / active EE | $5,125 | $2,741+87.0% | $5,388-4.9% | $3,836+33.6% |
| Admin fee / account holder | $3,577 | $7,583-52.8% | $12,962-72.4% | $12,754-72.0% |