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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 | $200,775 | $58,311+244.3% | $81,882+145.2% | $80,959+148.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.06% | 41.85%-26.8pp | 779.47%-764.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $8,021 | $2,347+241.8% | $2,916+175.1% | $2,757+190.9% |
| Participant deferral / active EE | $16,091 | $3,287+389.5% | $4,323+272.2% | $4,300+274.2% |
| Admin fee / account holder | $5,669 | $4,752+19.3% | $7,360-23.0% | $6,925-18.1% |