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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 | $180,686 | $99,875+80.9% | $146,866+23.0% | $86,983+107.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.25% | 28.10%-7.8pp | 102.85%-82.6pp | 25.83%-5.6pp |
| Employer contribution / active EE | $9,450 | $3,224+193.1% | $4,425+113.6% | $2,584+265.7% |
| Participant deferral / active EE | $13,437 | $6,322+112.5% | $7,759+73.2% | $4,194+220.4% |
| Admin fee / account holder | $1,561 | $7,838-80.1% | $13,620-88.5% | $7,856-80.1% |