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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 | $204,252 | $88,672+130.3% | $105,223+94.1% | $82,448+147.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.63% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $6,822 | $3,048+123.8% | $3,689+85.0% | $2,551+167.4% |
| Participant deferral / active EE | $8,217 | $4,036+103.6% | $5,072+62.0% | $4,139+98.5% |
| Admin fee / account holder | $1,568 | $7,146-78.1% | $8,859-82.3% | $7,234-78.3% |