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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 | $178,605 | $78,707+126.9% | $117,861+51.5% | $70,126+154.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.68% | 23.30%-8.6pp | 335.11%-320.4pp | 73.15%-58.5pp |
| Employer contribution / active EE | $8,141 | $2,223+266.2% | $3,786+115.0% | $2,343+247.5% |
| Participant deferral / active EE | $1,983 | $3,297-39.9% | $4,482-55.8% | $3,332-40.5% |
| Admin fee / account holder | $7,444 | $5,066+47.0% | $8,021-7.2% | $4,645+60.2% |