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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 | $209,881 | $70,475+197.8% | $100,530+108.8% | $79,858+162.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 12.83% | 21.90%-9.1pp | 30.89%-18.1pp | 31.72%-18.9pp |
| Employer contribution / active EE | $9,003 | $2,165+315.9% | $3,418+163.4% | $2,471+264.4% |
| Participant deferral / active EE | $15,435 | $5,181+197.9% | $6,271+146.1% | $3,740+312.7% |
| Admin fee / account holder | $3,730 | $4,478-16.7% | $8,083-53.9% | $5,306-29.7% |