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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 | $195,779 | $89,367+119.1% | $141,191+38.7% | $72,975+168.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.05% | 111.87%-89.8pp | 71.41%-49.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $3,952 | $3,115+26.9% | $4,736-16.6% | $2,440+62.0% |
| Participant deferral / active EE | $12,359 | $5,419+128.1% | $6,710+84.2% | $3,608+242.6% |
| Admin fee / account holder | $17,721 | $5,957+197.5% | $10,264+72.7% | $5,124+245.8% |