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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 | $218,527 | $78,705+177.7% | $117,860+85.4% | $70,124+211.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.36% | 23.30%-8.9pp | 335.10%-320.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $4,978 | $2,223+123.9% | $3,786+31.5% | $2,342+112.5% |
| Participant deferral / active EE | $9,692 | $3,297+193.9% | $4,482+116.2% | $3,332+190.9% |
| Admin fee / account holder | $7,435 | $5,065+46.8% | $8,021-7.3% | $4,645+60.1% |