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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 | $186,288 | $89,364+108.5% | $141,177+32.0% | $72,983+155.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.01% | 111.86%-90.8pp | 71.40%-50.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $6,390 | $3,115+105.1% | $4,736+34.9% | $2,440+161.9% |
| Participant deferral / active EE | $8,989 | $5,419+65.9% | $6,710+34.0% | $3,608+149.2% |
| Admin fee / account holder | $7,525 | $5,959+26.3% | $10,263-26.7% | $5,124+46.9% |