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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 | $199,268 | $106,864+86.5% | $147,318+35.3% | $82,637+141.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.38% | 27.49%-11.1pp | 70.43%-54.1pp | 53.51%-37.1pp |
| Employer contribution / active EE | $18,162 | $3,417+431.6% | $4,593+295.4% | $2,552+611.6% |
| Participant deferral / active EE | $6,205 | $6,496-4.5% | $7,906-21.5% | $4,126+50.4% |
| Admin fee / account holder | $5,690 | $8,415-32.4% | $13,708-58.5% | $7,339-22.5% |