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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 | $214,603 | $96,956+121.3% | $69,779+207.5% | $273,972-21.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.19% | 12.93%-8.7pp | 12.99%-8.8pp | 41.46%-37.3pp |
| Employer contribution / active EE | $10,524 | $3,316+217.4% | $2,338+350.1% | $4,869+116.2% |
| Participant deferral / active EE | $7,744 | $3,744+106.8% | $2,931+164.2% | $5,287+46.5% |
| Admin fee / account holder | $8,614 | $7,934+8.6% | $4,381+96.6% | $10,133-15.0% |