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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 | $191,857 | $51,638+271.5% | $129,406+48.3% | $80,959+137.0% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 11.94% | 20.78%-8.8pp | 9468.18%-9456.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,552 | $1,584+124.3% | $4,155-14.5% | $2,757+28.8% |
| Participant deferral / active EE | $11,341 | $2,670+324.7% | $4,167+172.1% | $4,300+163.7% |
| Admin fee / account holder | $5,386 | $4,313+24.9% | $7,689-30.0% | $6,925-22.2% |