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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 | $233,148 | $98,776+136.0% | $149,745+55.7% | $79,856+192.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.45% | 27.38%-14.9pp | 276.72%-264.3pp | 31.71%-19.3pp |
| Employer contribution / active EE | $10,589 | $3,217+229.1% | $4,646+127.9% | $2,471+328.5% |
| Participant deferral / active EE | $5,908 | $5,681+4.0% | $6,843-13.7% | $3,741+57.9% |
| Admin fee / account holder | $2,503 | $6,053-58.6% | $9,312-73.1% | $5,306-52.8% |