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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 | $229,828 | $81,358+182.5% | $155,556+47.7% | $80,959+183.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.83% | 33.39%-20.6pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $6,697 | $3,106+115.6% | $4,675+43.2% | $2,757+142.9% |
| Participant deferral / active EE | $6,484 | $3,455+87.7% | $5,631+15.2% | $4,300+50.8% |
| Admin fee / account holder | $666 | $7,994-91.7% | $15,885-95.8% | $6,925-90.4% |