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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 | $210,131 | $77,920+169.7% | $149,723+40.3% | $75,177+179.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.81% | 31.72%-12.9pp | 134.50%-115.7pp | 160.75%-141.9pp |
| Employer contribution / active EE | $8,511 | $3,138+171.2% | $4,821+76.5% | $2,671+218.6% |
| Participant deferral / active EE | $9,119 | $3,411+167.3% | $5,682+60.5% | $4,126+121.0% |
| Admin fee / account holder | $5,031 | $5,951-15.5% | $13,215-61.9% | $5,651-11.0% |