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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 | $196,446 | $49,249+298.9% | $70,476+178.7% | $79,852+146.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.60% | 30.09%-15.5pp | 109.12%-94.5pp | 31.72%-17.1pp |
| Employer contribution / active EE | $3,404 | $2,100+62.1% | $2,738+24.3% | $2,471+37.8% |
| Participant deferral / active EE | $5,670 | $2,769+104.8% | $3,710+52.8% | $3,740+51.6% |
| Admin fee / account holder | $3,187 | $2,878+10.7% | $3,847-17.2% | $5,306-39.9% |