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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 | $227,957 | $109,372+108.4% | $89,414+154.9% | $158,966+43.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.30% | 345.55%-330.3pp | 245.50%-230.2pp | 302.95%-287.6pp |
| Employer contribution / active EE | $10,197 | $3,171+221.5% | $2,586+294.3% | $4,762+114.1% |
| Participant deferral / active EE | $2,398 | $4,598-47.9% | $3,890-38.4% | $5,983-59.9% |
| Admin fee / account holder | $1,620 | $6,156-73.7% | $4,883-66.8% | $11,250-85.6% |