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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 | $223,163 | $99,380+124.6% | $90,312+147.1% | $155,188+43.8% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 9.93% | 19.35%-9.4pp | 18.90%-9.0pp | 148.84%-138.9pp |
| Employer contribution / active EE | $6,051 | $2,390+153.2% | $2,243+169.8% | $4,248+42.5% |
| Participant deferral / active EE | $15,056 | $4,212+257.5% | $3,749+301.6% | $6,531+130.5% |
| Admin fee / account holder | $11,520 | $9,766+18.0% | $8,248+39.7% | $14,480-20.4% |