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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 | $224,563 | $84,236+166.6% | $170,435+31.8% | $70,126+220.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.82% | 23.06%-7.2pp | 205.94%-190.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $8,215 | $3,387+142.5% | $5,432+51.2% | $2,343+250.7% |
| Participant deferral / active EE | $6,735 | $3,086+118.3% | $4,939+36.3% | $3,332+102.1% |
| Admin fee / account holder | $1,175 | $5,698-79.4% | $13,881-91.5% | $4,645-74.7% |