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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 | $224,006 | $84,236+165.9% | $170,435+31.4% | $70,126+219.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.84% | 23.06%-8.2pp | 205.94%-191.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $4,866 | $3,387+43.7% | $5,432-10.4% | $2,343+107.7% |
| Participant deferral / active EE | $2,859 | $3,086-7.4% | $4,939-42.1% | $3,332-14.2% |
| Admin fee / account holder | $2,214 | $5,698-61.2% | $13,881-84.1% | $4,645-52.4% |