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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 | $212,356 | $54,763+287.8% | $90,324+135.1% | $72,976+191.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.45% | 30.63%-8.2pp | 78.15%-55.7pp | 81.02%-58.6pp |
| Employer contribution / active EE | $10,715 | $2,093+411.9% | $2,856+275.2% | $2,440+339.1% |
| Participant deferral / active EE | $9,761 | $2,887+238.1% | $3,885+151.2% | $3,608+170.6% |
| Admin fee / account holder | $627 | $3,973-84.2% | $5,356-88.3% | $5,124-87.8% |