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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 | $218,667 | $98,652+121.7% | $142,942+53.0% | $82,448+165.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 20.64% | 22.65%-2.0pp | 113.70%-93.1pp | 41.64%-21.0pp |
| Employer contribution / active EE | $715 | $3,211-77.7% | $4,139-82.7% | $2,551-72.0% |
| Participant deferral / active EE | $0 | $5,580-100.0% | $7,128-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,807 | $8,078-15.7% | $12,475-45.4% | $7,234-5.9% |