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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 | $202,480 | $91,179+122.1% | $178,499+13.4% | $79,852+153.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.04% | 24.19%-10.2pp | 151.10%-137.1pp | 31.72%-17.7pp |
| Employer contribution / active EE | $5,636 | $3,256+73.1% | $5,011+12.5% | $2,471+128.1% |
| Participant deferral / active EE | $5,739 | $3,236+77.3% | $5,202+10.3% | $3,740+53.4% |
| Admin fee / account holder | $585 | $6,749-91.3% | $13,986-95.8% | $5,306-89.0% |