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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 | $192,838 | $91,198+111.4% | $178,503+8.0% | $79,856+141.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.92% | 24.20%-8.3pp | 151.12%-135.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $7,069 | $3,257+117.1% | $5,011+41.1% | $2,471+186.0% |
| Participant deferral / active EE | $8,177 | $3,237+152.7% | $5,202+57.2% | $3,741+118.6% |
| Admin fee / account holder | $3,003 | $6,748-55.5% | $13,987-78.5% | $5,306-43.4% |