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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 | $201,000 | $106,267+89.1% | $96,520+108.2% | $139,456+44.1% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 16.60% | 38.45%-21.9pp | 35.72%-19.1pp | 373.45%-356.9pp |
| Employer contribution / active EE | $6,228 | $4,105+51.7% | $3,739+66.6% | $4,753+31.0% |
| Participant deferral / active EE | $7,523 | $5,454+37.9% | $4,879+54.2% | $6,711+12.1% |
| Admin fee / account holder | $1,263 | $7,882-84.0% | $6,733-81.2% | $11,407-88.9% |