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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 | $225,616 | $95,406+136.5% | $185,849+21.4% | $85,847+162.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.15% | 23.59%-9.4pp | 122.10%-107.9pp | 318.61%-304.5pp |
| Employer contribution / active EE | $7,761 | $3,314+134.2% | $5,169+50.2% | $2,565+202.5% |
| Participant deferral / active EE | $7,710 | $3,424+125.2% | $5,569+38.5% | $3,952+95.1% |
| Admin fee / account holder | $10,572 | $7,214+46.5% | $16,244-34.9% | $6,261+68.9% |