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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 | $220,755 | $88,672+149.0% | $105,223+109.8% | $82,448+167.8% |
| Participation rate | 98.3% | 67.9%+30.4pp | 75.0%+23.3pp | 68.1%+30.2pp |
| Annual return | 17.54% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $13,510 | $3,048+343.3% | $3,689+266.3% | $2,551+429.6% |
| Participant deferral / active EE | $7,460 | $4,036+84.8% | $5,072+47.1% | $4,139+80.2% |
| Admin fee / account holder | $1,767 | $7,146-75.3% | $8,859-80.1% | $7,234-75.6% |