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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 | $185,014 | $77,814+137.8% | $158,223+16.9% | $86,983+112.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 13.02% | 30.54%-17.5pp | 52.09%-39.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $10,654 | $2,592+311.0% | $4,109+159.3% | $2,584+312.3% |
| Participant deferral / active EE | $6,319 | $3,270+93.3% | $5,467+15.6% | $4,194+50.7% |
| Admin fee / account holder | $6,445 | $5,879+9.6% | $16,047-59.8% | $7,856-18.0% |