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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 | $162,737 | $54,541+198.4% | $78,778+106.6% | $70,126+132.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 13.84% | 21.07%-7.2pp | 35.62%-21.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $7,202 | $1,089+561.7% | $1,986+262.7% | $2,343+207.5% |
| Participant deferral / active EE | $4,738 | $2,210+114.4% | $2,958+60.2% | $3,332+42.2% |
| Admin fee / account holder | $619 | $3,709-83.3% | $5,134-88.0% | $4,645-86.7% |