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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 | $175,058 | $99,875+75.3% | $146,866+19.2% | $86,983+101.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.88% | 28.10%-11.2pp | 102.85%-86.0pp | 25.83%-8.9pp |
| Employer contribution / active EE | $11,483 | $3,224+256.2% | $4,425+159.5% | $2,584+344.3% |
| Participant deferral / active EE | $14,257 | $6,322+125.5% | $7,759+83.7% | $4,194+240.0% |
| Admin fee / account holder | $1,938 | $7,838-75.3% | $13,620-85.8% | $7,856-75.3% |