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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 | $232,839 | $93,598+148.8% | $135,974+71.2% | $75,173+209.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.43% | 30.89%-13.5pp | 68.30%-50.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $23,042 | $3,538+551.3% | $4,859+374.2% | $2,671+762.7% |
| Participant deferral / active EE | $11,297 | $6,405+76.4% | $7,760+45.6% | $4,126+173.8% |
| Admin fee / account holder | $2,529 | $6,978-63.8% | $10,767-76.5% | $5,651-55.2% |