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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 | $221,922 | $81,504+172.3% | $102,437+116.6% | $80,959+174.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.44% | 25.60%-10.2pp | 24.95%-9.5pp | 35.67%-20.2pp |
| Employer contribution / active EE | $10,149 | $3,104+227.0% | $3,871+162.2% | $2,757+268.1% |
| Participant deferral / active EE | $8,990 | $3,871+132.2% | $5,060+77.7% | $4,300+109.0% |
| Admin fee / account holder | $590 | $6,719-91.2% | $8,388-93.0% | $6,925-91.5% |