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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 | $202,480 | $95,762+111.4% | $379,746-46.7% | $79,856+153.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 18.69% | 18.26%+0.4pp | 34.90%-16.2pp | 31.71%-13.0pp |
| Employer contribution / active EE | $12,657 | $2,695+369.6% | $3,540+257.6% | $2,471+412.2% |
| Participant deferral / active EE | $15,766 | $4,705+235.1% | $6,024+161.7% | $3,741+321.5% |
| Admin fee / account holder | $4,000 | $6,745-40.7% | $7,927-49.5% | $5,306-24.6% |