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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 | $234,900 | $95,915+144.9% | $79,580+195.2% | $134,532+74.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 14.13% | -2.71%+16.8pp | 0.15%+14.0pp | 418.27%-404.1pp |
| Employer contribution / active EE | $14,743 | $3,129+371.2% | $2,413+510.9% | $4,741+211.0% |
| Participant deferral / active EE | $8,752 | $4,693+86.5% | $3,985+119.6% | $6,401+36.7% |
| Admin fee / account holder | $1,656 | $9,132-81.9% | $6,835-75.8% | $11,429-85.5% |