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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 | $225,397 | $106,749+111.1% | $145,433+55.0% | $82,448+173.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.95% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $13,044 | $3,444+278.7% | $4,554+186.4% | $2,551+411.3% |
| Participant deferral / active EE | $8,809 | $6,519+35.1% | $7,897+11.5% | $4,139+112.8% |
| Admin fee / account holder | $1,125 | $8,390-86.6% | $13,129-91.4% | $7,234-84.4% |