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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 | $205,874 | $88,672+132.2% | $105,223+95.7% | $82,448+149.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.78% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $7,021 | $3,048+130.4% | $3,689+90.4% | $2,551+175.2% |
| Participant deferral / active EE | $6,012 | $4,036+49.0% | $5,072+18.5% | $4,139+45.2% |
| Admin fee / account holder | $4,866 | $7,146-31.9% | $8,859-45.1% | $7,234-32.7% |