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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 | $198,029 | $81,262+143.7% | $155,602+27.3% | $80,911+144.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.69% | 33.34%-17.7pp | 64.81%-49.1pp | 35.63%-19.9pp |
| Employer contribution / active EE | $9,459 | $3,102+205.0% | $4,675+102.3% | $2,756+243.2% |
| Participant deferral / active EE | $6,985 | $3,451+102.4% | $5,629+24.1% | $4,297+62.6% |
| Admin fee / account holder | $8,248 | $7,992+3.2% | $15,923-48.2% | $6,935+18.9% |