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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 | $241,711 | $63,809+278.8% | $81,353+197.1% | $80,935+198.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 16.09% | 16.37%-0.3pp | 24.82%-8.7pp | 35.66%-19.6pp |
| Employer contribution / active EE | $7,761 | $1,981+291.8% | $2,464+215.0% | $2,757+181.6% |
| Participant deferral / active EE | $8,219 | $3,093+165.7% | $3,885+111.6% | $4,299+91.2% |
| Admin fee / account holder | $4,665 | $5,686-18.0% | $5,766-19.1% | $6,924-32.6% |