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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 | $243,510 | $88,672+174.6% | $105,223+131.4% | $82,448+195.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.10% | 30.86%-16.8pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $8,576 | $3,048+181.4% | $3,689+132.5% | $2,551+236.2% |
| Participant deferral / active EE | $6,858 | $4,036+69.9% | $5,072+35.2% | $4,139+65.7% |
| Admin fee / account holder | $4,207 | $7,146-41.1% | $8,859-52.5% | $7,234-41.8% |