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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 | $208,210 | $81,331+156.0% | $155,534+33.9% | $80,935+157.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.08% | 33.37%-15.3pp | 64.92%-46.8pp | 35.66%-17.6pp |
| Employer contribution / active EE | $6,064 | $3,105+95.3% | $4,675+29.7% | $2,757+120.0% |
| Participant deferral / active EE | $8,990 | $3,454+160.3% | $5,630+59.7% | $4,299+109.1% |
| Admin fee / account holder | $1,919 | $7,999-76.0% | $15,900-87.9% | $6,924-72.3% |