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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 | $226,641 | $95,406+137.6% | $185,849+21.9% | $85,847+164.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.03% | 23.59%-11.6pp | 122.10%-110.1pp | 318.61%-306.6pp |
| Employer contribution / active EE | $11,338 | $3,314+242.2% | $5,169+119.4% | $2,565+342.0% |
| Participant deferral / active EE | $12,770 | $3,424+273.0% | $5,569+129.3% | $3,952+223.1% |
| Admin fee / account holder | $1,369 | $7,214-81.0% | $16,244-91.6% | $6,261-78.1% |