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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 | $215,528 | $78,690+173.9% | $161,489+33.5% | $87,485+146.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 18.07% | 32.74%-14.7pp | 89.72%-71.7pp | 26.06%-8.0pp |
| Employer contribution / active EE | $7,813 | $2,588+201.9% | $4,268+83.0% | $2,596+200.9% |
| Participant deferral / active EE | $5,747 | $3,311+73.6% | $5,630+2.1% | $4,274+34.5% |
| Admin fee / account holder | $1,419 | $6,724-78.9% | $16,006-91.1% | $7,775-81.7% |