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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 | $87,132+184.5% | $105,624+134.7% | $80,959+206.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 13.64% | 17.03%-3.4pp | 116.20%-102.6pp | 35.67%-22.0pp |
| Employer contribution / active EE | $8,643 | $2,397+260.6% | $3,168+172.8% | $2,757+213.5% |
| Participant deferral / active EE | $8,181 | $3,985+105.3% | $5,013+63.2% | $4,300+90.2% |
| Admin fee / account holder | $7,740 | $8,449-8.4% | $10,961-29.4% | $6,925+11.8% |