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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 | $202,073 | $95,406+111.8% | $185,849+8.7% | $85,847+135.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.66% | 23.59%-10.9pp | 122.10%-109.4pp | 318.61%-305.9pp |
| Employer contribution / active EE | $9,786 | $3,314+195.3% | $5,169+89.3% | $2,565+281.5% |
| Participant deferral / active EE | $5,522 | $3,424+61.3% | $5,569-0.8% | $3,952+39.7% |
| Admin fee / account holder | $7,578 | $7,214+5.0% | $16,244-53.4% | $6,261+21.0% |