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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 | $189,507 | $77,920+143.2% | $149,723+26.6% | $75,177+152.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.86% | 31.72%-11.9pp | 134.50%-114.6pp | 160.75%-140.9pp |
| Employer contribution / active EE | $7,226 | $3,138+130.3% | $4,821+49.9% | $2,671+170.5% |
| Participant deferral / active EE | $7,106 | $3,411+108.3% | $5,682+25.0% | $4,126+72.2% |
| Admin fee / account holder | $2,678 | $5,951-55.0% | $13,215-79.7% | $5,651-52.6% |