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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 | $203,534 | $78,423+159.5% | $95,964+112.1% | $79,856+154.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.82% | 19.37%-5.6pp | 91.64%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,314 | $1,945+70.3% | $2,541+30.4% | $2,471+34.1% |
| Participant deferral / active EE | $6,477 | $3,440+88.3% | $4,167+55.5% | $3,741+73.2% |
| Admin fee / account holder | $1,941 | $5,622-65.5% | $6,797-71.4% | $5,306-63.4% |