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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 | $205,806 | $89,259+130.6% | $107,187+92.0% | $82,637+149.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.23% | 21.02%-4.8pp | 204.55%-188.3pp | 53.51%-37.3pp |
| Employer contribution / active EE | $5,984 | $3,080+94.3% | $3,782+58.2% | $2,552+134.5% |
| Participant deferral / active EE | $6,927 | $4,037+71.6% | $5,096+35.9% | $4,126+67.9% |
| Admin fee / account holder | $1,540 | $7,381-79.1% | $9,162-83.2% | $7,339-79.0% |