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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 | $195,804 | $88,672+120.8% | $105,223+86.1% | $82,448+137.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.45% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $9,732 | $3,048+219.3% | $3,689+163.9% | $2,551+281.5% |
| Participant deferral / active EE | $10,901 | $4,036+170.1% | $5,072+114.9% | $4,139+163.3% |
| Admin fee / account holder | $2,982 | $7,146-58.3% | $8,859-66.3% | $7,234-58.8% |