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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 | $218,651 | $63,365+245.1% | $91,994+137.7% | $72,975+199.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 20.06% | 35.35%-15.3pp | 69.04%-49.0pp | 81.01%-60.9pp |
| Employer contribution / active EE | $6,793 | $2,116+221.1% | $3,453+96.7% | $2,440+178.4% |
| Participant deferral / active EE | $7,361 | $4,883+50.7% | $5,924+24.3% | $3,608+104.0% |
| Admin fee / account holder | $1,513 | $4,670-67.6% | $7,744-80.5% | $5,124-70.5% |