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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 | $81,233+146.0% | $155,567+28.4% | $80,874+147.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.80% | 33.33%-22.5pp | 64.74%-53.9pp | 35.62%-24.8pp |
| Employer contribution / active EE | $10,686 | $3,101+244.6% | $4,674+128.6% | $2,756+287.8% |
| Participant deferral / active EE | $7,465 | $3,452+116.3% | $5,628+32.7% | $4,297+73.7% |
| Admin fee / account holder | $2,136 | $7,998-73.3% | $15,916-86.6% | $6,935-69.2% |