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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 | $190,948 | $105,210+81.5% | $159,487+19.7% | $85,851+122.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.70% | 45.08%-26.4pp | 263.71%-245.0pp | 318.63%-299.9pp |
| Employer contribution / active EE | $7,645 | $3,319+130.3% | $4,831+58.2% | $2,565+198.0% |
| Participant deferral / active EE | $6,691 | $5,946+12.5% | $7,354-9.0% | $3,952+69.3% |
| Admin fee / account holder | $2,524 | $6,934-63.6% | $10,804-76.6% | $6,261-59.7% |