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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 | $213,989 | $56,054+281.8% | $171,082+25.1% | $62,881+240.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 8.12% | 22.52%-14.4pp | 32.56%-24.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $10,387 | $1,731+500.0% | $4,002+159.5% | $2,281+355.4% |
| Participant deferral / active EE | $3,955 | $3,158+25.2% | $4,797-17.6% | $3,203+23.5% |
| Admin fee / account holder | $8,001 | $3,647+119.4% | $8,520-6.1% | $4,296+86.3% |