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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 | $206,929 | $83,485+147.9% | $125,192+65.3% | $72,975+183.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 23.04% | 25.77%-2.7pp | 43.79%-20.8pp | 81.01%-58.0pp |
| Employer contribution / active EE | $10,077 | $2,346+329.6% | $3,866+160.6% | $2,440+313.0% |
| Participant deferral / active EE | $6,991 | $3,586+94.9% | $4,937+41.6% | $3,608+93.8% |
| Admin fee / account holder | $2,253 | $5,518-59.2% | $9,704-76.8% | $5,124-56.0% |