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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 | $177,721 | $57,352+209.9% | $83,831+112.0% | $64,173+176.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 6.09% | 11.38%-5.3pp | 850.99%-844.9pp | 7.63%-1.5pp |
| Employer contribution / active EE | $11,587 | $2,546+355.2% | $3,631+219.1% | $2,381+386.7% |
| Participant deferral / active EE | $5,375 | $2,993+79.6% | $4,082+31.7% | $3,470+54.9% |
| Admin fee / account holder | $6,257 | $4,046+54.6% | $5,479+14.2% | $4,887+28.0% |