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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 | $204,091 | $95,406+113.9% | $185,849+9.8% | $85,847+137.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.32% | 23.59%-9.3pp | 122.10%-107.8pp | 318.61%-304.3pp |
| Employer contribution / active EE | $7,711 | $3,314+132.7% | $5,169+49.2% | $2,565+200.6% |
| Participant deferral / active EE | $5,306 | $3,424+55.0% | $5,569-4.7% | $3,952+34.3% |
| Admin fee / account holder | $4,287 | $7,214-40.6% | $16,244-73.6% | $6,261-31.5% |