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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 | $209,287 | $95,406+119.4% | $185,849+12.6% | $85,847+143.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.29% | 23.59%-6.3pp | 122.10%-104.8pp | 318.61%-301.3pp |
| Employer contribution / active EE | $11,405 | $3,314+244.2% | $5,169+120.7% | $2,565+344.6% |
| Participant deferral / active EE | $8,675 | $3,424+153.4% | $5,569+55.8% | $3,952+119.5% |
| Admin fee / account holder | $5,297 | $7,214-26.6% | $16,244-67.4% | $6,261-15.4% |