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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 | $170,804 | $81,504+109.6% | $102,437+66.7% | $80,959+111.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 19.23% | 25.60%-6.4pp | 24.95%-5.7pp | 35.67%-16.4pp |
| Employer contribution / active EE | $10,340 | $3,104+233.2% | $3,871+167.1% | $2,757+275.0% |
| Participant deferral / active EE | $10,252 | $3,871+164.9% | $5,060+102.6% | $4,300+138.4% |
| Admin fee / account holder | $3,899 | $6,719-42.0% | $8,388-53.5% | $6,925-43.7% |