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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 | $223,325 | $58,523+281.6% | $99,475+124.5% | $72,975+206.0% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 19.61% | 28.51%-8.9pp | 30.72%-11.1pp | 81.01%-61.4pp |
| Employer contribution / active EE | $7,376 | $1,512+387.8% | $2,540+190.4% | $2,440+202.3% |
| Participant deferral / active EE | $5,695 | $2,606+118.5% | $3,619+57.4% | $3,608+57.9% |
| Admin fee / account holder | $5,862 | $4,102+42.9% | $6,252-6.2% | $5,124+14.4% |