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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 | $227,910 | $76,551+197.7% | $123,894+84.0% | $62,881+262.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.30% | 18.68%-7.4pp | 47.52%-36.2pp | 20.14%-8.8pp |
| Employer contribution / active EE | $7,711 | $2,882+167.5% | $4,617+67.0% | $2,281+238.1% |
| Participant deferral / active EE | $8,360 | $4,840+72.7% | $5,984+39.7% | $3,203+161.0% |
| Admin fee / account holder | $24,242 | $4,826+402.3% | $8,357+190.1% | $4,296+464.3% |