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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 | $199,796 | $81,358+145.6% | $155,556+28.4% | $80,959+146.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.80% | 33.39%-22.6pp | 64.84%-54.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $10,686 | $3,106+244.0% | $4,675+128.5% | $2,757+287.6% |
| Participant deferral / active EE | $7,465 | $3,455+116.1% | $5,631+32.6% | $4,300+73.6% |
| Admin fee / account holder | $2,136 | $7,994-73.3% | $15,885-86.6% | $6,925-69.2% |