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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 | $177,411 | $58,493+203.3% | $84,021+111.1% | $72,975+143.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 18.56% | 28.93%-10.4pp | 71.32%-52.8pp | 81.01%-62.5pp |
| Employer contribution / active EE | $6,950 | $1,163+497.5% | $1,984+250.3% | $2,440+184.8% |
| Participant deferral / active EE | $4,640 | $2,394+93.8% | $3,239+43.3% | $3,608+28.6% |
| Admin fee / account holder | $323 | $4,569-92.9% | $6,102-94.7% | $5,124-93.7% |