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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 | $227,061 | $81,262+179.4% | $155,602+45.9% | $80,911+180.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.63% | 33.34%-20.7pp | 64.81%-52.2pp | 35.63%-23.0pp |
| Employer contribution / active EE | $8,062 | $3,102+159.9% | $4,675+72.4% | $2,756+192.6% |
| Participant deferral / active EE | $9,828 | $3,451+184.8% | $5,629+74.6% | $4,297+128.7% |
| Admin fee / account holder | $6,001 | $7,992-24.9% | $15,923-62.3% | $6,935-13.5% |