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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 | $225,506 | $95,406+136.4% | $185,849+21.3% | $85,847+162.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.84% | 23.59%-10.7pp | 122.10%-109.3pp | 318.61%-305.8pp |
| Employer contribution / active EE | $6,194 | $3,314+86.9% | $5,169+19.8% | $2,565+141.5% |
| Participant deferral / active EE | $5,388 | $3,424+57.4% | $5,569-3.3% | $3,952+36.3% |
| Admin fee / account holder | $6,359 | $7,214-11.9% | $16,244-60.9% | $6,261+1.6% |