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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 | $203,477 | $77,707+161.9% | $70,160+190.0% | $139,466+45.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.12% | 19.30%-5.2pp | 19.08%-5.0pp | 373.66%-359.5pp |
| Employer contribution / active EE | $7,354 | $4,986+47.5% | $4,285+71.6% | $4,754+54.7% |
| Participant deferral / active EE | $7,303 | $6,443+13.3% | $5,394+35.4% | $6,712+8.8% |
| Admin fee / account holder | $3,993 | $5,397-26.0% | $4,582-12.8% | $11,409-65.0% |