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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 | $220,742 | $95,383+131.4% | $185,837+18.8% | $85,856+157.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.48% | 23.59%-7.1pp | 122.08%-105.6pp | 318.58%-302.1pp |
| Employer contribution / active EE | $7,436 | $3,313+124.4% | $5,168+43.9% | $2,565+189.9% |
| Participant deferral / active EE | $14,038 | $3,423+310.1% | $5,568+152.1% | $3,952+255.2% |
| Admin fee / account holder | $5,087 | $7,213-29.5% | $16,241-68.7% | $6,261-18.8% |