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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 | $214,822 | $47,848+349.0% | $81,473+163.7% | $70,126+206.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 14.75% | 27.25%-12.5pp | 38.78%-24.0pp | 73.15%-58.4pp |
| Employer contribution / active EE | $8,222 | $1,527+438.4% | $2,568+220.2% | $2,343+251.0% |
| Participant deferral / active EE | $7,329 | $2,453+198.8% | $3,537+107.2% | $3,332+120.0% |
| Admin fee / account holder | $5,698 | $3,145+81.2% | $4,561+24.9% | $4,645+22.7% |