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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 | $197,835 | $47,944+312.6% | $67,834+191.6% | $62,881+214.6% |
| Participation rate | 97.5% | 61.1%+36.4pp | 68.8%+28.7pp | 69.3%+28.2pp |
| Annual return | 7.10% | 11.77%-4.7pp | 138.47%-131.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $17,440 | $1,562+1016.4% | $2,403+625.6% | $2,281+664.6% |
| Participant deferral / active EE | $7,107 | $2,247+216.4% | $3,160+124.9% | $3,203+121.9% |
| Admin fee / account holder | $26,658 | $3,712+618.2% | $4,622+476.7% | $4,296+520.6% |