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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 | $229,350 | $91,198+151.5% | $178,503+28.5% | $79,856+187.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.46% | 24.20%-9.7pp | 151.12%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $6,169 | $3,257+89.4% | $5,011+23.1% | $2,471+149.6% |
| Participant deferral / active EE | $8,050 | $3,237+148.7% | $5,202+54.7% | $3,741+115.2% |
| Admin fee / account holder | $1,817 | $6,748-73.1% | $13,987-87.0% | $5,306-65.8% |