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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 | $192,623 | $71,230+170.4% | $93,727+105.5% | $80,959+137.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 16.06% | 11.26%+4.8pp | 133.83%-117.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $6,287 | $1,565+301.7% | $2,421+159.7% | $2,757+128.0% |
| Participant deferral / active EE | $6,803 | $4,037+68.5% | $4,417+54.0% | $4,300+58.2% |
| Admin fee / account holder | $7,562 | $6,961+8.6% | $8,292-8.8% | $6,925+9.2% |