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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 | $217,210 | $84,236+157.9% | $170,435+27.4% | $70,126+209.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.44% | 23.06%-8.6pp | 205.94%-191.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $8,109 | $3,387+139.4% | $5,432+49.3% | $2,343+246.1% |
| Participant deferral / active EE | $4,583 | $3,086+48.5% | $4,939-7.2% | $3,332+37.5% |
| Admin fee / account holder | $1,464 | $5,698-74.3% | $13,881-89.5% | $4,645-68.5% |