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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 | $207,628 | $60,442+243.5% | $96,754+114.6% | $87,485+137.3% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 14.72% | 21.97%-7.3pp | 82.04%-67.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $3,382 | $1,691+100.0% | $2,679+26.2% | $2,596+30.3% |
| Participant deferral / active EE | $8,019 | $3,280+144.5% | $4,758+68.5% | $4,274+87.6% |
| Admin fee / account holder | $4,202 | $5,069-17.1% | $8,905-52.8% | $7,775-46.0% |