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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 | $200,314 | $123,793+61.8% | $177,848+12.6% | $79,856+150.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.20% | 22.82%-8.6pp | 48.33%-34.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $6,973 | $4,095+70.3% | $5,919+17.8% | $2,471+182.2% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $402 | $7,243-94.5% | $12,431-96.8% | $5,306-92.4% |