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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 | $188,711 | $69,977+169.7% | $108,582+73.8% | $62,881+200.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.99% | 10.73%-2.7pp | -51.70%+59.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $13,213 | $2,135+518.9% | $3,758+251.6% | $2,281+479.3% |
| Participant deferral / active EE | $4,000 | $3,165+26.4% | $4,311-7.2% | $3,203+24.9% |
| Admin fee / account holder | $1,660 | $5,076-67.3% | $7,645-78.3% | $4,296-61.4% |