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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 | $211,754 | $87,166+142.9% | $76,735+176.0% | $137,256+54.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.01% | 26.50%-12.5pp | 29.77%-15.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $6,262 | $2,904+115.6% | $2,454+155.2% | $4,156+50.7% |
| Participant deferral / active EE | $9,973 | $4,726+111.0% | $4,088+144.0% | $6,407+55.7% |
| Admin fee / account holder | $3,329 | $8,403-60.4% | $7,189-53.7% | $12,270-72.9% |