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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 | $229,308 | $76,551+199.5% | $123,894+85.1% | $62,881+264.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.50% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $13,094 | $2,882+354.3% | $4,617+183.6% | $2,281+474.1% |
| Participant deferral / active EE | $9,739 | $4,840+101.2% | $5,984+62.7% | $3,203+204.1% |
| Admin fee / account holder | $2,008 | $4,826-58.4% | $8,357-76.0% | $4,296-53.3% |