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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 | $185,560 | $89,367+107.6% | $141,191+31.4% | $72,975+154.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.39% | 111.87%-89.5pp | 71.41%-49.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $3,840 | $3,115+23.3% | $4,736-18.9% | $2,440+57.4% |
| Participant deferral / active EE | $10,562 | $5,419+94.9% | $6,710+57.4% | $3,608+192.8% |
| Admin fee / account holder | $615 | $5,957-89.7% | $10,264-94.0% | $5,124-88.0% |