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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 | $179,663 | $81,457+120.6% | $103,378+73.8% | $80,911+122.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.67% | 25.58%-12.9pp | 24.91%-12.2pp | 35.63%-23.0pp |
| Employer contribution / active EE | $10,803 | $3,107+247.7% | $3,870+179.1% | $2,756+292.0% |
| Participant deferral / active EE | $10,452 | $3,871+170.0% | $5,058+106.6% | $4,297+143.2% |
| Admin fee / account holder | $3,271 | $6,717-51.3% | $8,401-61.1% | $6,935-52.8% |