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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 | $81,487+109.6% | $102,412+66.8% | $80,935+111.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 19.23% | 25.60%-6.4pp | 24.94%-5.7pp | 35.66%-16.4pp |
| Employer contribution / active EE | $10,340 | $3,103+233.2% | $3,870+167.2% | $2,757+275.1% |
| Participant deferral / active EE | $10,252 | $3,871+164.9% | $5,060+102.6% | $4,299+138.5% |
| Admin fee / account holder | $3,899 | $6,717-42.0% | $8,388-53.5% | $6,924-43.7% |