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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 | $185,004 | $78,690+135.1% | $161,489+14.6% | $87,485+111.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.91% | 32.74%-17.8pp | 89.72%-74.8pp | 26.06%-11.1pp |
| Employer contribution / active EE | $9,402 | $2,588+263.3% | $4,268+120.3% | $2,596+262.1% |
| Participant deferral / active EE | $6,308 | $3,311+90.5% | $5,630+12.0% | $4,274+47.6% |
| Admin fee / account holder | $2,978 | $6,724-55.7% | $16,006-81.4% | $7,775-61.7% |