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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 | $204,290 | $65,364+212.5% | $92,909+119.9% | $72,975+179.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 26.18% | 42.11%-15.9pp | 109.44%-83.3pp | 81.01%-54.8pp |
| Employer contribution / active EE | $10,785 | $2,594+315.7% | $3,653+195.2% | $2,440+342.0% |
| Participant deferral / active EE | $5,254 | $3,128+67.9% | $4,238+24.0% | $3,608+45.6% |
| Admin fee / account holder | $1,800 | $4,251-57.7% | $5,795-68.9% | $5,124-64.9% |