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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 | $190,125 | $85,766+121.7% | $136,297+39.5% | $70,124+171.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.58% | 31.45%-16.9pp | 5156.19%-5141.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $5,501 | $2,966+85.5% | $4,696+17.2% | $2,342+134.9% |
| Participant deferral / active EE | $6,320 | $5,051+25.1% | $6,247+1.2% | $3,332+89.7% |
| Admin fee / account holder | $8,408 | $5,420+55.1% | $9,244-9.0% | $4,645+81.0% |