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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 | $227,213 | $81,358+179.3% | $155,556+46.1% | $80,959+180.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.39% | 33.39%-17.0pp | 64.84%-48.4pp | 35.67%-19.3pp |
| Employer contribution / active EE | $16,371 | $3,106+427.0% | $4,675+250.2% | $2,757+493.8% |
| Participant deferral / active EE | $12,180 | $3,455+252.5% | $5,631+116.3% | $4,300+183.2% |
| Admin fee / account holder | $3,367 | $7,994-57.9% | $15,885-78.8% | $6,925-51.4% |