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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 | $196,639 | $86,050+128.5% | $189,758+3.6% | $94,015+109.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 12.41% | 17.77%-5.4pp | 52.62%-40.2pp | 17.84%-5.4pp |
| Employer contribution / active EE | $7,089 | $2,819+151.5% | $4,767+48.7% | $2,790+154.1% |
| Participant deferral / active EE | $8,538 | $3,349+155.0% | $5,856+45.8% | $4,249+100.9% |
| Admin fee / account holder | $22,370 | $6,627+237.6% | $20,388+9.7% | $8,951+149.9% |