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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 | $93,345+109.8% | $119,126+64.4% | $87,485+123.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 15.45% | 19.08%-3.6pp | 282.11%-266.7pp | 26.06%-10.6pp |
| Employer contribution / active EE | $9,732 | $3,172+206.9% | $4,034+141.3% | $2,596+274.9% |
| Participant deferral / active EE | $10,901 | $4,099+166.0% | $5,318+105.0% | $4,274+155.1% |
| Admin fee / account holder | $2,982 | $8,039-62.9% | $10,693-72.1% | $7,775-61.6% |