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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 | $91,194+151.5% | $178,486+28.5% | $79,860+187.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.46% | 24.19%-9.7pp | 151.08%-136.6pp | 31.72%-17.3pp |
| Employer contribution / active EE | $6,169 | $3,256+89.5% | $5,011+23.1% | $2,471+149.7% |
| Participant deferral / active EE | $8,050 | $3,236+148.7% | $5,202+54.7% | $3,740+115.2% |
| Admin fee / account holder | $1,817 | $6,751-73.1% | $13,985-87.0% | $5,306-65.8% |