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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 | $195,782 | $62,672+212.4% | $185,117+5.8% | $70,124+179.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 14.97% | 40.79%-25.8pp | 40.50%-25.5pp | 73.14%-58.2pp |
| Employer contribution / active EE | $7,575 | $1,753+332.1% | $4,182+81.1% | $2,342+223.4% |
| Participant deferral / active EE | $5,785 | $3,272+76.8% | $5,045+14.7% | $3,332+73.6% |
| Admin fee / account holder | $4,323 | $3,932+10.0% | $8,159-47.0% | $4,645-6.9% |