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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 | $192,020 | $95,406+101.3% | $185,849+3.3% | $85,847+123.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.24% | 23.59%-11.4pp | 122.10%-109.9pp | 318.61%-306.4pp |
| Employer contribution / active EE | $10,425 | $3,314+214.6% | $5,169+101.7% | $2,565+306.4% |
| Participant deferral / active EE | $6,623 | $3,424+93.5% | $5,569+18.9% | $3,952+67.6% |
| Admin fee / account holder | $1,997 | $7,214-72.3% | $16,244-87.7% | $6,261-68.1% |