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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 | $81,358+132.1% | $155,556+21.4% | $80,959+133.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.13% | 33.39%-21.3pp | 64.84%-52.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $13,215 | $3,106+325.4% | $4,675+182.6% | $2,757+379.3% |
| Participant deferral / active EE | $9,712 | $3,455+181.1% | $5,631+72.5% | $4,300+125.8% |
| Admin fee / account holder | $7,684 | $7,994-3.9% | $15,885-51.6% | $6,925+11.0% |