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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 | $106,524+103.2% | $152,301+42.1% | $87,485+147.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.82% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.2pp |
| Employer contribution / active EE | $6,883 | $3,371+104.2% | $4,624+48.8% | $2,596+165.1% |
| Participant deferral / active EE | $9,973 | $6,525+52.8% | $8,004+24.6% | $4,274+133.4% |
| Admin fee / account holder | $1,122 | $8,287-86.5% | $14,398-92.2% | $7,775-85.6% |