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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 | $231,593 | $99,994+131.6% | $146,643+57.9% | $85,847+169.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.55% | 18.93%-5.4pp | 22.75%-9.2pp | 318.61%-305.1pp |
| Employer contribution / active EE | $12,037 | $2,559+370.4% | $4,137+191.0% | $2,565+369.2% |
| Participant deferral / active EE | $4,716 | $4,006+17.7% | $5,506-14.3% | $3,952+19.3% |
| Admin fee / account holder | $6,473 | $7,703-16.0% | $10,280-37.0% | $6,261+3.4% |