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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 | $219,099 | $95,415+129.6% | $185,851+17.9% | $85,851+155.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.09% | 23.59%-8.5pp | 122.11%-107.0pp | 318.63%-303.5pp |
| Employer contribution / active EE | $9,607 | $3,314+189.9% | $5,168+85.9% | $2,565+274.5% |
| Participant deferral / active EE | $6,949 | $3,424+103.0% | $5,569+24.8% | $3,952+75.8% |
| Admin fee / account holder | $2,641 | $7,215-63.4% | $16,245-83.7% | $6,261-57.8% |