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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 | $197,084 | $84,236+134.0% | $170,439+15.6% | $70,124+181.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.51% | 23.06%-6.5pp | 205.94%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $8,872 | $3,387+161.9% | $5,433+63.3% | $2,342+278.8% |
| Participant deferral / active EE | $7,068 | $3,086+129.0% | $4,939+43.1% | $3,332+112.1% |
| Admin fee / account holder | $1,131 | $5,698-80.2% | $13,881-91.9% | $4,645-75.7% |