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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 | $240,927 | $99,875+141.2% | $146,866+64.0% | $86,983+177.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.51% | 28.10%-11.6pp | 102.85%-86.3pp | 25.83%-9.3pp |
| Employer contribution / active EE | $4,715 | $3,224+46.3% | $4,425+6.6% | $2,584+82.5% |
| Participant deferral / active EE | $13,224 | $6,322+109.2% | $7,759+70.4% | $4,194+215.3% |
| Admin fee / account holder | $33,494 | $7,838+327.3% | $13,620+145.9% | $7,856+326.4% |