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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 | $216,134 | $89,370+141.8% | $141,197+53.1% | $72,976+196.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.20% | 111.88%-86.7pp | 71.41%-46.2pp | 81.02%-55.8pp |
| Employer contribution / active EE | $6,406 | $3,115+105.6% | $4,736+35.2% | $2,440+162.5% |
| Participant deferral / active EE | $9,537 | $5,419+76.0% | $6,710+42.1% | $3,608+164.4% |
| Admin fee / account holder | $693 | $5,957-88.4% | $10,265-93.3% | $5,124-86.5% |