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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 | $219,259 | $98,463+122.7% | $119,258+83.9% | $85,847+155.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 13.47% | 38.53%-25.1pp | 30.69%-17.2pp | 318.61%-305.1pp |
| Employer contribution / active EE | $15,778 | $3,698+326.7% | $4,384+259.9% | $2,565+515.0% |
| Participant deferral / active EE | $3,072 | $4,942-37.8% | $6,111-49.7% | $3,952-22.3% |
| Admin fee / account holder | $10,705 | $7,493+42.9% | $7,226+48.1% | $6,261+71.0% |