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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 | $191,666 | $87,132+120.0% | $105,624+81.5% | $80,959+136.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 15.85% | 17.03%-1.2pp | 116.20%-100.4pp | 35.67%-19.8pp |
| Employer contribution / active EE | $11,338 | $2,397+373.1% | $3,168+257.9% | $2,757+311.2% |
| Participant deferral / active EE | $7,218 | $3,985+81.1% | $5,013+44.0% | $4,300+67.8% |
| Admin fee / account holder | $1,521 | $8,449-82.0% | $10,961-86.1% | $6,925-78.0% |