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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 | $214,741 | $103,164+108.2% | $90,259+137.9% | $154,746+38.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 23.25% | 19.25%+4.0pp | 18.88%+4.4pp | 172.34%-149.1pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,989 | $4,422+35.4% | $3,827+56.5% | $6,730-11.0% |
| Admin fee / account holder | $5,290 | $8,593-38.4% | $7,267-27.2% | $14,365-63.2% |