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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 | $226,990 | $84,236+169.5% | $170,435+33.2% | $70,126+223.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.09% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $7,691 | $3,387+127.1% | $5,432+41.6% | $2,343+228.3% |
| Participant deferral / active EE | $6,078 | $3,086+97.0% | $4,939+23.0% | $3,332+82.4% |
| Admin fee / account holder | $2,315 | $5,698-59.4% | $13,881-83.3% | $4,645-50.2% |