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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 | $243,287 | $81,276+199.3% | $155,574+56.4% | $80,925+200.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.21% | 33.36%-21.1pp | 64.87%-52.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $7,519 | $3,103+142.3% | $4,676+60.8% | $2,756+172.8% |
| Participant deferral / active EE | $2,810 | $3,453-18.6% | $5,629-50.1% | $4,299-34.6% |
| Admin fee / account holder | $956 | $7,993-88.0% | $15,914-94.0% | $6,940-86.2% |