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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 | $203,377 | $89,370+127.6% | $141,197+44.0% | $72,976+178.7% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 19.60% | 111.88%-92.3pp | 71.41%-51.8pp | 81.02%-61.4pp |
| Employer contribution / active EE | $9,465 | $3,115+203.9% | $4,736+99.8% | $2,440+287.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,345 | $5,957-43.8% | $10,265-67.4% | $5,124-34.7% |