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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 | $214,860 | $54,541+293.9% | $78,778+172.7% | $70,126+206.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 14.70% | 21.07%-6.4pp | 35.62%-20.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $3,858 | $1,089+254.4% | $1,986+94.3% | $2,343+64.7% |
| Participant deferral / active EE | $5,616 | $2,210+154.1% | $2,958+89.8% | $3,332+68.6% |
| Admin fee / account holder | $725 | $3,709-80.5% | $5,134-85.9% | $4,645-84.4% |