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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 | $184,420 | $77,638+137.5% | $156,551+17.8% | $62,881+193.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.23% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $12,133 | $3,444+252.3% | $5,501+120.5% | $2,281+431.9% |
| Participant deferral / active EE | $1,681 | $3,046-44.8% | $4,871-65.5% | $3,203-47.5% |
| Admin fee / account holder | $5,159 | $5,561-7.2% | $13,028-60.4% | $4,296+20.1% |