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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 | $231,249 | $106,749+116.6% | $145,433+59.0% | $82,448+180.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.57% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $12,867 | $3,444+273.6% | $4,554+182.5% | $2,551+404.4% |
| Participant deferral / active EE | $11,156 | $6,519+71.1% | $7,897+41.3% | $4,139+169.5% |
| Admin fee / account holder | $3,456 | $8,390-58.8% | $13,129-73.7% | $7,234-52.2% |