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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 | $216,416 | $106,749+102.7% | $145,433+48.8% | $82,448+162.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.82% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $6,883 | $3,444+99.8% | $4,554+51.1% | $2,551+169.8% |
| Participant deferral / active EE | $9,973 | $6,519+53.0% | $7,897+26.3% | $4,139+140.9% |
| Admin fee / account holder | $1,122 | $8,390-86.6% | $13,129-91.5% | $7,234-84.5% |