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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 | $198,280 | $95,415+107.8% | $185,851+6.7% | $85,851+131.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.74% | 23.59%-9.8pp | 122.11%-108.4pp | 318.63%-304.9pp |
| Employer contribution / active EE | $9,545 | $3,314+188.0% | $5,168+84.7% | $2,565+272.1% |
| Participant deferral / active EE | $6,084 | $3,424+77.7% | $5,569+9.3% | $3,952+53.9% |
| Admin fee / account holder | $2,212 | $7,215-69.3% | $16,245-86.4% | $6,261-64.7% |