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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 | $199,073 | $64,359+209.3% | $90,161+120.8% | $70,126+183.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.61% | 28.13%-10.5pp | 34.89%-17.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $7,247 | $2,046+254.3% | $3,318+118.4% | $2,343+209.4% |
| Participant deferral / active EE | $8,705 | $4,389+98.3% | $5,287+64.6% | $3,332+161.3% |
| Admin fee / account holder | $42,429 | $3,945+975.5% | $5,943+613.9% | $4,645+813.3% |