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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 | $237,669 | $67,602+251.6% | $82,312+188.7% | $70,126+238.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.78% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $9,527 | $1,755+442.9% | $2,428+292.3% | $2,343+306.7% |
| Participant deferral / active EE | $5,543 | $2,987+85.5% | $3,706+49.6% | $3,332+66.4% |
| Admin fee / account holder | $5,340 | $4,512+18.4% | $5,608-4.8% | $4,645+14.9% |