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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 | $195,839 | $123,793+58.2% | $177,840+10.1% | $79,852+145.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.41% | 22.82%-7.4pp | 48.32%-32.9pp | 31.72%-16.3pp |
| Employer contribution / active EE | $11,600 | $4,095+183.3% | $5,919+96.0% | $2,471+369.4% |
| Participant deferral / active EE | $16,741 | $5,956+181.1% | $7,714+117.0% | $3,740+347.6% |
| Admin fee / account holder | $3,339 | $7,243-53.9% | $12,431-73.1% | $5,306-37.1% |