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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 | $226,078 | $77,449+191.9% | $69,483+225.4% | $152,909+47.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.77% | 39.09%-22.3pp | 28.99%-12.2pp | 345.46%-328.7pp |
| Employer contribution / active EE | $7,163 | $3,316+116.0% | $2,780+157.7% | $4,764+50.4% |
| Participant deferral / active EE | $11,321 | $4,415+156.4% | $3,537+220.1% | $5,851+93.5% |
| Admin fee / account holder | $3,337 | $6,210-46.3% | $3,841-13.1% | $11,601-71.2% |