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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 | $247,873 | $87,059+184.7% | $105,608+134.7% | $80,925+206.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 13.64% | 17.05%-3.4pp | 116.50%-102.9pp | 35.65%-22.0pp |
| Employer contribution / active EE | $8,643 | $2,396+260.7% | $3,167+172.9% | $2,756+213.6% |
| Participant deferral / active EE | $8,181 | $3,986+105.3% | $5,010+63.3% | $4,299+90.3% |
| Admin fee / account holder | $7,740 | $8,443-8.3% | $11,028-29.8% | $6,940+11.5% |