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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 | $235,258 | $91,198+158.0% | $178,503+31.8% | $79,856+194.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.57% | 24.20%-12.6pp | 151.12%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $8,654 | $3,257+165.7% | $5,011+72.7% | $2,471+250.2% |
| Participant deferral / active EE | $5,540 | $3,237+71.2% | $5,202+6.5% | $3,741+48.1% |
| Admin fee / account holder | $3,061 | $6,748-54.6% | $13,987-78.1% | $5,306-42.3% |