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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 | $223,973 | $89,370+150.6% | $141,197+58.6% | $72,976+206.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.23% | 111.88%-88.6pp | 71.41%-48.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $4,788 | $3,115+53.7% | $4,736+1.1% | $2,440+96.2% |
| Participant deferral / active EE | $11,737 | $5,419+116.6% | $6,710+74.9% | $3,608+225.3% |
| Admin fee / account holder | $13,465 | $5,957+126.0% | $10,265+31.2% | $5,124+162.8% |