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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 | $184,313 | $84,236+118.8% | $170,435+8.1% | $70,126+162.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.95% | 23.06%-9.1pp | 205.94%-192.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $11,432 | $3,387+237.5% | $5,432+110.5% | $2,343+388.0% |
| Participant deferral / active EE | $5,951 | $3,086+92.9% | $4,939+20.5% | $3,332+78.6% |
| Admin fee / account holder | $10,001 | $5,698+75.5% | $13,881-28.0% | $4,645+115.3% |