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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 | $188,333 | $77,358+143.5% | $102,184+84.3% | $87,485+115.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 15.94% | 41.11%-25.2pp | 31.58%-15.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $11,034 | $2,562+330.7% | $3,594+207.0% | $2,596+325.0% |
| Participant deferral / active EE | $11,358 | $6,753+68.2% | $8,309+36.7% | $4,274+165.8% |
| Admin fee / account holder | $10,977 | $6,809+61.2% | $11,609-5.4% | $7,775+41.2% |