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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 | $249,151 | $63,140+294.6% | $304,612-18.2% | $116,462+113.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 81.9%+18.1pp | 74.7%+25.3pp |
| Annual return | 11.86% | 15.04%-3.2pp | 329.91%-318.1pp | 15.65%-3.8pp |
| Employer contribution / active EE | $8,135 | $2,385+241.0% | $7,476+8.8% | $3,231+151.7% |
| Participant deferral / active EE | $5,528 | $2,741+101.7% | $5,388+2.6% | $3,836+44.1% |
| Admin fee / account holder | $19,084 | $7,583+151.7% | $12,962+47.2% | $12,754+49.6% |