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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 | $246,175 | $75,962+224.1% | $154,111+59.7% | $64,173+283.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 13.99% | 30.32%-16.3pp | 735.18%-721.2pp | 7.63%+6.4pp |
| Employer contribution / active EE | $17,091 | $3,350+410.2% | $5,298+222.6% | $2,381+617.9% |
| Participant deferral / active EE | $9,791 | $3,175+208.4% | $5,081+92.7% | $3,470+182.2% |
| Admin fee / account holder | $2,642 | $5,589-52.7% | $13,411-80.3% | $4,887-45.9% |