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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 | $231,249 | $107,421+115.3% | $182,262+26.9% | $94,015+146.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 16.57% | 21.32%-4.7pp | 140.60%-124.0pp | 17.84%-1.3pp |
| Employer contribution / active EE | $12,867 | $3,448+273.2% | $5,046+155.0% | $2,790+361.2% |
| Participant deferral / active EE | $11,156 | $6,558+70.1% | $8,276+34.8% | $4,249+162.5% |
| Admin fee / account holder | $3,456 | $8,692-60.2% | $16,712-79.3% | $8,951-61.4% |