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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 | $184,716 | $98,776+87.0% | $149,745+23.4% | $79,856+131.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.89% | 27.38%-12.5pp | 276.72%-261.8pp | 31.71%-16.8pp |
| Employer contribution / active EE | $5,134 | $3,217+59.6% | $4,646+10.5% | $2,471+107.7% |
| Participant deferral / active EE | $8,338 | $5,681+46.8% | $6,843+21.8% | $3,741+122.9% |
| Admin fee / account holder | $12,317 | $6,053+103.5% | $9,312+32.3% | $5,306+132.1% |