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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 | $204,813 | $93,345+119.4% | $119,126+71.9% | $87,485+134.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 14.79% | 19.08%-4.3pp | 282.11%-267.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $13,391 | $3,172+322.2% | $4,034+232.0% | $2,596+415.8% |
| Participant deferral / active EE | $8,265 | $4,099+101.6% | $5,318+55.4% | $4,274+93.4% |
| Admin fee / account holder | $5,134 | $8,039-36.1% | $10,693-52.0% | $7,775-34.0% |