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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 | $204,813 | $105,284+94.5% | $150,734+35.9% | $94,015+117.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 14.79% | 15.67%-0.9pp | 600.81%-586.0pp | 17.84%-3.1pp |
| Employer contribution / active EE | $13,391 | $3,599+272.1% | $4,918+172.3% | $2,790+379.9% |
| Participant deferral / active EE | $8,265 | $4,274+93.4% | $5,610+47.3% | $4,249+94.5% |
| Admin fee / account holder | $5,134 | $9,839-47.8% | $14,905-65.6% | $8,951-42.6% |