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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 | $197,735 | $108,825+81.7% | $156,181+26.6% | $82,448+139.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 17.14% | 20.59%-3.4pp | 64.87%-47.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $10,536 | $2,870+267.2% | $4,294+145.4% | $2,551+313.0% |
| Participant deferral / active EE | $10,109 | $4,577+120.8% | $6,132+64.8% | $4,139+144.2% |
| Admin fee / account holder | $1,148 | $9,341-87.7% | $14,586-92.1% | $7,234-84.1% |