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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 | $225,617 | $84,236+167.8% | $170,435+32.4% | $70,126+221.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.02% | 23.06%-5.0pp | 205.94%-187.9pp | 73.15%-55.1pp |
| Employer contribution / active EE | $11,768 | $3,387+247.4% | $5,432+116.6% | $2,343+402.4% |
| Participant deferral / active EE | $9,702 | $3,086+214.4% | $4,939+96.4% | $3,332+191.2% |
| Admin fee / account holder | $31,403 | $5,698+451.1% | $13,881+126.2% | $4,645+576.0% |