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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 | $187,116 | $98,760+89.5% | $149,715+25.0% | $79,858+134.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.66% | 27.43%-12.8pp | 276.66%-262.0pp | 31.72%-17.1pp |
| Employer contribution / active EE | $8,046 | $3,217+150.1% | $4,645+73.2% | $2,471+225.6% |
| Participant deferral / active EE | $10,113 | $5,681+78.0% | $6,842+47.8% | $3,740+170.4% |
| Admin fee / account holder | $3,230 | $6,053-46.6% | $9,310-65.3% | $5,306-39.1% |