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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 | $220,614 | $93,345+136.3% | $119,126+85.2% | $87,485+152.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 15.17% | 19.08%-3.9pp | 282.11%-266.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $8,069 | $3,172+154.4% | $4,034+100.0% | $2,596+210.8% |
| Participant deferral / active EE | $13,997 | $4,099+241.5% | $5,318+163.2% | $4,274+227.5% |
| Admin fee / account holder | $4,501 | $8,039-44.0% | $10,693-57.9% | $7,775-42.1% |