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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 | $175,454 | $78,690+123.0% | $161,489+8.6% | $87,485+100.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 19.36% | 32.74%-13.4pp | 89.72%-70.4pp | 26.06%-6.7pp |
| Employer contribution / active EE | $9,270 | $2,588+258.2% | $4,268+117.2% | $2,596+257.1% |
| Participant deferral / active EE | $6,519 | $3,311+96.9% | $5,630+15.8% | $4,274+52.5% |
| Admin fee / account holder | $470 | $6,724-93.0% | $16,006-97.1% | $7,775-94.0% |