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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 | $185,752 | $50,554+267.4% | $67,681+174.5% | $87,485+112.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 12.10% | 17.81%-5.7pp | 590.58%-578.5pp | 26.06%-14.0pp |
| Employer contribution / active EE | $6,331 | $1,988+218.4% | $2,678+136.4% | $2,596+143.9% |
| Participant deferral / active EE | $7,103 | $2,961+139.8% | $3,976+78.7% | $4,274+66.2% |
| Admin fee / account holder | $5,614 | $4,132+35.8% | $6,100-8.0% | $7,775-27.8% |