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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 | $231,564 | $81,358+184.6% | $155,556+48.9% | $80,959+186.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.47% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $6,769 | $3,106+117.9% | $4,675+44.8% | $2,757+145.5% |
| Participant deferral / active EE | $4,686 | $3,455+35.6% | $5,631-16.8% | $4,300+9.0% |
| Admin fee / account holder | $7,773 | $7,994-2.8% | $15,885-51.1% | $6,925+12.2% |