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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 | $204,418 | $81,358+151.3% | $155,556+31.4% | $80,959+152.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.84% | 33.39%-16.5pp | 64.84%-48.0pp | 35.67%-18.8pp |
| Employer contribution / active EE | $7,619 | $3,106+145.3% | $4,675+63.0% | $2,757+176.3% |
| Participant deferral / active EE | $7,635 | $3,455+120.9% | $5,631+35.6% | $4,300+77.5% |
| Admin fee / account holder | $2,692 | $7,994-66.3% | $15,885-83.1% | $6,925-61.1% |