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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 | $247,573 | $85,766+188.7% | $136,297+81.6% | $70,124+253.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.85% | 31.45%-12.6pp | 5156.19%-5137.3pp | 73.14%-54.3pp |
| Employer contribution / active EE | $7,147 | $2,966+141.0% | $4,696+52.2% | $2,342+205.1% |
| Participant deferral / active EE | $7,550 | $5,051+49.5% | $6,247+20.9% | $3,332+126.6% |
| Admin fee / account holder | $2,824 | $5,420-47.9% | $9,244-69.5% | $4,645-39.2% |