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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 | $222,935 | $84,236+164.7% | $170,435+30.8% | $70,126+217.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.42% | 23.06%-6.6pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $13,351 | $3,387+294.2% | $5,432+145.8% | $2,343+469.9% |
| Participant deferral / active EE | $8,920 | $3,086+189.1% | $4,939+80.6% | $3,332+167.7% |
| Admin fee / account holder | $8,332 | $5,698+46.2% | $13,881-40.0% | $4,645+79.4% |