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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 | $242,709 | $98,776+145.7% | $149,745+62.1% | $79,856+203.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.05% | 27.38%-13.3pp | 276.72%-262.7pp | 31.71%-17.7pp |
| Employer contribution / active EE | $6,955 | $3,217+116.2% | $4,646+49.7% | $2,471+181.4% |
| Participant deferral / active EE | $7,237 | $5,681+27.4% | $6,843+5.8% | $3,741+93.5% |
| Admin fee / account holder | $2,497 | $6,053-58.8% | $9,312-73.2% | $5,306-53.0% |