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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 | $79,614 | $239,571-66.8% | $183,328-56.6% | $137,256-42.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 17.84% | 35.69%-17.8pp | 29.67%-11.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $12,819 | $6,148+108.5% | $5,055+153.6% | $4,156+208.4% |
| Participant deferral / active EE | $14,737 | $7,995+84.3% | $6,795+116.9% | $6,407+130.0% |
| Admin fee / account holder | $3,814 | $30,059-87.3% | $21,427-82.2% | $12,270-68.9% |