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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 | $218,177 | $101,795+114.3% | $165,100+32.1% | $80,959+169.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 17.76% | 16.73%+1.0pp | 70.21%-52.4pp | 35.67%-17.9pp |
| Employer contribution / active EE | $11,730 | $2,954+297.1% | $4,348+169.8% | $2,757+325.4% |
| Participant deferral / active EE | $11,312 | $4,476+152.7% | $6,035+87.4% | $4,300+163.0% |
| Admin fee / account holder | $4,509 | $8,221-45.2% | $12,696-64.5% | $6,925-34.9% |