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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 | $214,065 | $84,236+154.1% | $170,435+25.6% | $70,126+205.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.06% | 23.06%-8.0pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $8,017 | $3,387+136.7% | $5,432+47.6% | $2,343+242.2% |
| Participant deferral / active EE | $5,634 | $3,086+82.6% | $4,939+14.1% | $3,332+69.1% |
| Admin fee / account holder | $8,012 | $5,698+40.6% | $13,881-42.3% | $4,645+72.5% |