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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 | $209,774 | $85,171+146.3% | $172,753+21.4% | $72,976+187.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.28% | 27.32%-7.0pp | 803.00%-782.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $4,240 | $3,324+27.6% | $5,144-17.6% | $2,440+73.8% |
| Participant deferral / active EE | $6,455 | $3,260+98.0% | $5,198+24.2% | $3,608+78.9% |
| Admin fee / account holder | $4,765 | $5,880-19.0% | $13,956-65.9% | $5,124-7.0% |