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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 | $87,059+120.2% | $105,608+81.5% | $80,925+136.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 15.85% | 17.05%-1.2pp | 116.50%-100.7pp | 35.65%-19.8pp |
| Employer contribution / active EE | $11,338 | $2,396+373.1% | $3,167+258.0% | $2,756+311.4% |
| Participant deferral / active EE | $7,218 | $3,986+81.1% | $5,010+44.1% | $4,299+67.9% |
| Admin fee / account holder | $1,521 | $8,443-82.0% | $11,028-86.2% | $6,940-78.1% |