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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 | $223,615 | $84,236+165.5% | $170,435+31.2% | $70,126+218.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.62% | 23.06%-9.4pp | 205.94%-192.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $8,844 | $3,387+161.1% | $5,432+62.8% | $2,343+277.5% |
| Participant deferral / active EE | $7,642 | $3,086+147.6% | $4,939+54.7% | $3,332+129.4% |
| Admin fee / account holder | $8,910 | $5,698+56.4% | $13,881-35.8% | $4,645+91.8% |