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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 | $51,606+271.8% | $129,339+48.3% | $80,911+137.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 11.94% | 20.76%-8.8pp | 9437.05%-9425.1pp | 35.63%-23.7pp |
| Employer contribution / active EE | $3,552 | $1,582+124.5% | $4,154-14.5% | $2,756+28.9% |
| Participant deferral / active EE | $11,341 | $2,669+325.0% | $4,170+172.0% | $4,297+163.9% |
| Admin fee / account holder | $5,386 | $4,310+25.0% | $7,668-29.8% | $6,935-22.3% |