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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 | $220,614 | $89,259+147.2% | $107,187+105.8% | $82,637+167.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.17% | 21.02%-5.9pp | 204.55%-189.4pp | 53.51%-38.3pp |
| Employer contribution / active EE | $8,069 | $3,080+162.0% | $3,782+113.3% | $2,552+216.2% |
| Participant deferral / active EE | $13,997 | $4,037+246.7% | $5,096+174.7% | $4,126+239.2% |
| Admin fee / account holder | $4,501 | $7,381-39.0% | $9,162-50.9% | $7,339-38.7% |