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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 | $172,274 | $81,476+111.4% | $102,383+68.3% | $80,925+112.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.34% | 25.59%-13.3pp | 24.94%-12.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $13,340 | $3,105+329.7% | $3,870+244.7% | $2,756+384.0% |
| Participant deferral / active EE | $6,904 | $3,871+78.3% | $5,060+36.4% | $4,299+60.6% |
| Admin fee / account holder | $3,288 | $6,717-51.1% | $8,391-60.8% | $6,940-52.6% |