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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 | $188,828 | $81,233+132.5% | $155,567+21.4% | $80,874+133.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.13% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $13,215 | $3,101+326.2% | $4,674+182.7% | $2,756+379.6% |
| Participant deferral / active EE | $9,712 | $3,452+181.3% | $5,628+72.6% | $4,297+126.0% |
| Admin fee / account holder | $7,684 | $7,998-3.9% | $15,916-51.7% | $6,935+10.8% |