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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 | $184,709 | $93,063+98.5% | $153,476+20.4% | $80,911+128.3% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.38% | 19.95%-7.6pp | 15.66%-3.3pp | 35.63%-23.3pp |
| Employer contribution / active EE | $10,473 | $3,507+198.6% | $5,038+107.9% | $2,756+280.0% |
| Participant deferral / active EE | $6,285 | $5,180+21.3% | $6,759-7.0% | $4,297+46.2% |
| Admin fee / account holder | $1,072 | $8,891-87.9% | $12,729-91.6% | $6,935-84.5% |