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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 | $177,740 | $79,449+123.7% | $189,558-6.2% | $85,856+107.0% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.5%+21.5pp | 69.3%+30.7pp |
| Annual return | 15.52% | 18.45%-2.9pp | 64.19%-48.7pp | 318.58%-303.1pp |
| Employer contribution / active EE | $13,300 | $2,081+539.1% | $4,412+201.5% | $2,565+418.5% |
| Participant deferral / active EE | $16,898 | $4,051+317.1% | $6,174+173.7% | $3,952+327.6% |
| Admin fee / account holder | $12,785 | $5,377+137.8% | $9,809+30.3% | $6,261+104.2% |