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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 | $197,112 | $99,875+97.4% | $146,866+34.2% | $86,983+126.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.37% | 28.10%-11.7pp | 102.85%-86.5pp | 25.83%-9.5pp |
| Employer contribution / active EE | $13,996 | $3,224+334.1% | $4,425+216.3% | $2,584+441.5% |
| Participant deferral / active EE | $9,856 | $6,322+55.9% | $7,759+27.0% | $4,194+135.0% |
| Admin fee / account holder | $2,564 | $7,838-67.3% | $13,620-81.2% | $7,856-67.4% |