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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 | $196,964 | $108,825+81.0% | $156,181+26.1% | $82,448+138.9% |
| Participation rate | 90.0% | 72.4%+17.6pp | 78.8%+11.2pp | 68.1%+21.9pp |
| Annual return | 26.77% | 20.59%+6.2pp | 64.87%-38.1pp | 41.64%-14.9pp |
| Employer contribution / active EE | $10,500 | $2,870+265.9% | $4,294+144.5% | $2,551+311.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,046 | $9,341-67.4% | $14,586-79.1% | $7,234-57.9% |