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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 | $189,973 | $77,638+144.7% | $156,551+21.3% | $62,881+202.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.43% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $11,701 | $3,444+239.8% | $5,501+112.7% | $2,281+413.0% |
| Participant deferral / active EE | $7,547 | $3,046+147.8% | $4,871+54.9% | $3,203+135.6% |
| Admin fee / account holder | $1,952 | $5,561-64.9% | $13,028-85.0% | $4,296-54.6% |