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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 | $176,848 | $72,486+144.0% | $87,103+103.0% | $72,976+142.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.47% | 24.46%-4.0pp | 28.19%-7.7pp | 81.02%-60.5pp |
| Employer contribution / active EE | $8,223 | $1,894+334.2% | $2,521+226.1% | $2,440+237.0% |
| Participant deferral / active EE | $5,099 | $3,270+55.9% | $4,049+25.9% | $3,608+41.3% |
| Admin fee / account holder | $2,218 | $5,055-56.1% | $7,491-70.4% | $5,124-56.7% |