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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 | $190,524 | $81,504+133.8% | $102,437+86.0% | $80,959+135.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.25% | 25.60%-12.3pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $23,714 | $3,104+664.1% | $3,871+512.7% | $2,757+760.1% |
| Participant deferral / active EE | $8,264 | $3,871+113.5% | $5,060+63.3% | $4,300+92.2% |
| Admin fee / account holder | $12,220 | $6,719+81.9% | $8,388+45.7% | $6,925+76.5% |