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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 | $220,981 | $108,825+103.1% | $156,181+41.5% | $82,448+168.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 16.40% | 20.59%-4.2pp | 64.87%-48.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $8,702 | $2,870+203.2% | $4,294+102.7% | $2,551+241.1% |
| Participant deferral / active EE | $7,260 | $4,577+58.6% | $6,132+18.4% | $4,139+75.4% |
| Admin fee / account holder | $3,011 | $9,341-67.8% | $14,586-79.4% | $7,234-58.4% |