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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 | $186,189 | $76,551+143.2% | $123,894+50.3% | $62,881+196.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.68% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,676 | $2,882+62.2% | $4,617+1.3% | $2,281+105.0% |
| Participant deferral / active EE | $5,167 | $4,840+6.8% | $5,984-13.7% | $3,203+61.3% |
| Admin fee / account holder | $15,169 | $4,826+214.3% | $8,357+81.5% | $4,296+253.1% |