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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 | $226,502 | $95,406+137.4% | $185,849+21.9% | $85,847+163.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.65% | 23.59%-5.9pp | 122.10%-104.4pp | 318.61%-301.0pp |
| Employer contribution / active EE | $5,660 | $3,314+70.8% | $5,169+9.5% | $2,565+120.6% |
| Participant deferral / active EE | $5,123 | $3,424+49.6% | $5,569-8.0% | $3,952+29.6% |
| Admin fee / account holder | $9,626 | $7,214+33.4% | $16,244-40.7% | $6,261+53.8% |