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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 | $206,705 | $78,670+162.7% | $109,173+89.3% | $85,847+140.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.27% | 25.09%-11.8pp | 25.75%-12.5pp | 318.61%-305.3pp |
| Employer contribution / active EE | $11,973 | $2,734+338.0% | $3,723+221.6% | $2,565+366.7% |
| Participant deferral / active EE | $1,552 | $3,467-55.2% | $4,654-66.6% | $3,952-60.7% |
| Admin fee / account holder | $3,338 | $5,469-39.0% | $6,755-50.6% | $6,261-46.7% |