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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 | $224,927 | $81,331+176.6% | $155,534+44.6% | $80,935+177.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.63% | 33.37%-21.7pp | 64.92%-53.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $12,329 | $3,105+297.1% | $4,675+163.7% | $2,757+347.2% |
| Participant deferral / active EE | $16,576 | $3,454+379.9% | $5,630+194.4% | $4,299+285.5% |
| Admin fee / account holder | $904 | $7,999-88.7% | $15,900-94.3% | $6,924-86.9% |