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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 | $247,873 | $87,037+184.8% | $106,201+133.4% | $80,874+206.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.64% | 17.05%-3.4pp | 116.26%-102.6pp | 35.62%-22.0pp |
| Employer contribution / active EE | $8,643 | $2,396+260.7% | $3,170+172.7% | $2,756+213.6% |
| Participant deferral / active EE | $8,181 | $3,986+105.2% | $5,012+63.2% | $4,297+90.4% |
| Admin fee / account holder | $7,740 | $8,434-8.2% | $11,039-29.9% | $6,935+11.6% |