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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 | $221,648 | $98,766+124.4% | $149,730+48.0% | $79,852+177.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.86% | 27.43%-8.6pp | 276.70%-257.8pp | 31.72%-12.9pp |
| Employer contribution / active EE | $15,978 | $3,217+396.7% | $4,645+244.0% | $2,471+546.6% |
| Participant deferral / active EE | $18,951 | $5,681+233.6% | $6,843+176.9% | $3,740+406.6% |
| Admin fee / account holder | $5,462 | $6,052-9.7% | $9,310-41.3% | $5,306+2.9% |