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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 | $81,276+132.3% | $155,574+21.4% | $80,925+133.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.13% | 33.36%-21.2pp | 64.87%-52.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $13,215 | $3,103+325.9% | $4,676+182.6% | $2,756+379.5% |
| Participant deferral / active EE | $9,712 | $3,453+181.3% | $5,629+72.5% | $4,299+125.9% |
| Admin fee / account holder | $7,684 | $7,993-3.9% | $15,914-51.7% | $6,940+10.7% |