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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 | $188,788 | $90,400+108.8% | $186,193+1.4% | $87,485+115.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 13.49% | 22.15%-8.7pp | 78.03%-64.5pp | 26.06%-12.6pp |
| Employer contribution / active EE | $5,016 | $2,170+131.1% | $3,918+28.0% | $2,596+93.2% |
| Participant deferral / active EE | $7,640 | $4,330+76.5% | $6,513+17.3% | $4,274+78.8% |
| Admin fee / account holder | $7,486 | $8,673-13.7% | $11,058-32.3% | $7,775-3.7% |