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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 | $57,073+261.4% | $85,126+142.3% | $80,925+154.9% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 11.90% | 21.69%-9.8pp | 66.63%-54.7pp | 35.65%-23.7pp |
| Employer contribution / active EE | $6,954 | $1,801+286.2% | $2,731+154.6% | $2,756+152.3% |
| Participant deferral / active EE | $10,177 | $3,113+226.9% | $4,523+125.0% | $4,299+136.7% |
| Admin fee / account holder | $3,012 | $4,988-39.6% | $6,160-51.1% | $6,940-56.6% |