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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 | $238,485 | $84,236+183.1% | $170,439+39.9% | $70,124+240.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.66% | 23.06%-8.4pp | 205.94%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $10,676 | $3,387+215.2% | $5,433+96.5% | $2,342+355.8% |
| Participant deferral / active EE | $7,397 | $3,086+139.7% | $4,939+49.7% | $3,332+122.0% |
| Admin fee / account holder | $4,069 | $5,698-28.6% | $13,881-70.7% | $4,645-12.4% |