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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 | $235,357 | $98,776+138.3% | $149,745+57.2% | $79,856+194.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.02% | 27.38%-10.4pp | 276.72%-259.7pp | 31.71%-14.7pp |
| Employer contribution / active EE | $5,251 | $3,217+63.2% | $4,646+13.0% | $2,471+112.5% |
| Participant deferral / active EE | $9,361 | $5,681+64.8% | $6,843+36.8% | $3,741+150.3% |
| Admin fee / account holder | $2,303 | $6,053-61.9% | $9,312-75.3% | $5,306-56.6% |