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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 | $206,977 | $105,623+96.0% | $87,502+136.5% | $273,972-24.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.19% | 12.26%-4.1pp | 12.21%-4.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $4,389 | $3,141+39.8% | $2,550+72.2% | $4,869-9.8% |
| Participant deferral / active EE | $18,140 | $3,601+403.8% | $3,149+476.1% | $5,287+243.1% |
| Admin fee / account holder | $6,455 | $4,781+35.0% | $4,221+52.9% | $10,133-36.3% |