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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 | $188,590 | $77,908+142.1% | $149,696+26.0% | $75,173+150.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.61% | 31.73%-12.1pp | 134.46%-114.8pp | 160.72%-141.1pp |
| Employer contribution / active EE | $6,618 | $3,138+110.9% | $4,821+37.3% | $2,671+147.8% |
| Participant deferral / active EE | $11,385 | $3,411+233.8% | $5,682+100.4% | $4,126+175.9% |
| Admin fee / account holder | $1,493 | $5,950-74.9% | $13,212-88.7% | $5,651-73.6% |