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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 | $209,356 | $81,233+157.7% | $155,567+34.6% | $80,874+158.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.11% | 33.33%-17.2pp | 64.74%-48.6pp | 35.62%-19.5pp |
| Employer contribution / active EE | $8,291 | $3,101+167.4% | $4,674+77.4% | $2,756+200.9% |
| Participant deferral / active EE | $11,128 | $3,452+222.4% | $5,628+97.7% | $4,297+159.0% |
| Admin fee / account holder | $969 | $7,998-87.9% | $15,916-93.9% | $6,935-86.0% |