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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 | $201,463 | $78,423+156.9% | $95,964+109.9% | $79,856+152.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.93% | 19.37%-2.4pp | 91.64%-74.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $5,668 | $1,945+191.3% | $2,541+123.0% | $2,471+129.4% |
| Participant deferral / active EE | $8,694 | $3,440+152.7% | $4,167+108.7% | $3,741+132.4% |
| Admin fee / account holder | $1,206 | $5,622-78.5% | $6,797-82.3% | $5,306-77.3% |