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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 | $209,507 | $93,345+124.4% | $119,126+75.9% | $87,485+139.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 16.94% | 19.08%-2.1pp | 282.11%-265.2pp | 26.06%-9.1pp |
| Employer contribution / active EE | $9,975 | $3,172+214.5% | $4,034+147.3% | $2,596+284.2% |
| Participant deferral / active EE | $2,752 | $4,099-32.8% | $5,318-48.2% | $4,274-35.6% |
| Admin fee / account holder | $8,932 | $8,039+11.1% | $10,693-16.5% | $7,775+14.9% |