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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 | $204,191 | $76,407+167.2% | $150,298+35.9% | $82,448+147.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.92% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $8,511 | $2,614+225.6% | $4,154+104.9% | $2,551+233.7% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,919 | $6,352-69.8% | $14,116-86.4% | $7,234-73.5% |