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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 | $236,209 | $81,331+190.4% | $155,534+51.9% | $80,935+191.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.57% | 33.37%-21.8pp | 64.92%-53.3pp | 35.66%-24.1pp |
| Employer contribution / active EE | $6,310 | $3,105+103.3% | $4,675+35.0% | $2,757+128.9% |
| Participant deferral / active EE | $6,760 | $3,454+95.7% | $5,630+20.1% | $4,299+57.2% |
| Admin fee / account holder | $8,068 | $7,999+0.9% | $15,900-49.3% | $6,924+16.5% |