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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 | $233,815 | $98,776+136.7% | $149,745+56.1% | $79,856+192.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.20% | 27.38%-10.2pp | 276.72%-259.5pp | 31.71%-14.5pp |
| Employer contribution / active EE | $10,015 | $3,217+211.3% | $4,646+115.6% | $2,471+305.3% |
| Participant deferral / active EE | $12,543 | $5,681+120.8% | $6,843+83.3% | $3,741+235.3% |
| Admin fee / account holder | $7,394 | $6,053+22.2% | $9,312-20.6% | $5,306+39.3% |