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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 | $183,196 | $96,731+89.4% | $123,973+47.8% | $86,983+110.6% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 12.16% | 17.33%-5.2pp | 388.13%-376.0pp | 25.83%-13.7pp |
| Employer contribution / active EE | $9,131 | $3,297+176.9% | $4,126+121.3% | $2,584+253.3% |
| Participant deferral / active EE | $11,317 | $4,152+172.6% | $5,247+115.7% | $4,194+169.9% |
| Admin fee / account holder | $4,529 | $8,722-48.1% | $11,799-61.6% | $7,856-42.4% |