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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 | $206,280 | $57,140+261.0% | $85,240+142.0% | $80,959+154.8% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 11.90% | 21.71%-9.8pp | 66.75%-54.9pp | 35.67%-23.8pp |
| Employer contribution / active EE | $6,954 | $1,802+285.9% | $2,735+154.2% | $2,757+152.2% |
| Participant deferral / active EE | $10,177 | $3,115+226.7% | $4,527+124.8% | $4,300+136.6% |
| Admin fee / account holder | $3,012 | $4,992-39.7% | $6,165-51.1% | $6,925-56.5% |