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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 | $238,214 | $81,262+193.1% | $155,602+53.1% | $80,911+194.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.41% | 33.34%-17.9pp | 64.81%-49.4pp | 35.63%-20.2pp |
| Employer contribution / active EE | $8,228 | $3,102+165.3% | $4,675+76.0% | $2,756+198.6% |
| Participant deferral / active EE | $7,180 | $3,451+108.0% | $5,629+27.6% | $4,297+67.1% |
| Admin fee / account holder | $3,324 | $7,992-58.4% | $15,923-79.1% | $6,935-52.1% |