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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 | $239,052 | $91,198+162.1% | $178,503+33.9% | $79,856+199.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.72% | 24.20%-9.5pp | 151.12%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $6,855 | $3,257+110.5% | $5,011+36.8% | $2,471+177.4% |
| Participant deferral / active EE | $6,634 | $3,237+105.0% | $5,202+27.5% | $3,741+77.4% |
| Admin fee / account holder | $2,133 | $6,748-68.4% | $13,987-84.7% | $5,306-59.8% |