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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 | $210,492 | $84,236+149.9% | $170,435+23.5% | $70,126+200.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.73% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $13,534 | $3,387+299.6% | $5,432+149.1% | $2,343+477.7% |
| Participant deferral / active EE | $9,319 | $3,086+202.0% | $4,939+88.7% | $3,332+179.7% |
| Admin fee / account holder | $1,328 | $5,698-76.7% | $13,881-90.4% | $4,645-71.4% |