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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 | $237,224 | $106,247+123.3% | $96,515+145.8% | $139,466+70.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.25% | 38.47%-20.2pp | 35.73%-17.5pp | 373.66%-355.4pp |
| Employer contribution / active EE | $8,041 | $4,106+95.8% | $3,740+115.0% | $4,754+69.1% |
| Participant deferral / active EE | $5,605 | $5,456+2.7% | $4,880+14.9% | $6,712-16.5% |
| Admin fee / account holder | $8,150 | $7,885+3.4% | $6,735+21.0% | $11,409-28.6% |