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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 | $220,374 | $98,776+123.1% | $149,745+47.2% | $79,856+176.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.21% | 27.38%-8.2pp | 276.72%-257.5pp | 31.71%-12.5pp |
| Employer contribution / active EE | $10,731 | $3,217+233.6% | $4,646+131.0% | $2,471+334.3% |
| Participant deferral / active EE | $10,123 | $5,681+78.2% | $6,843+47.9% | $3,741+170.6% |
| Admin fee / account holder | $1,585 | $6,053-73.8% | $9,312-83.0% | $5,306-70.1% |