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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 | $200,451 | $72,492+176.5% | $87,104+130.1% | $72,975+174.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.58% | 24.46%+0.1pp | 28.19%-3.6pp | 81.01%-56.4pp |
| Employer contribution / active EE | $12,291 | $1,894+549.0% | $2,521+387.5% | $2,440+403.7% |
| Participant deferral / active EE | $8,821 | $3,270+169.8% | $4,048+117.9% | $3,608+144.5% |
| Admin fee / account holder | $1,900 | $5,055-62.4% | $7,491-74.6% | $5,124-62.9% |