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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 | $196,931 | $78,690+150.3% | $161,489+21.9% | $87,485+125.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 19.33% | 32.74%-13.4pp | 89.72%-70.4pp | 26.06%-6.7pp |
| Employer contribution / active EE | $17,391 | $2,588+571.9% | $4,268+307.4% | $2,596+569.9% |
| Participant deferral / active EE | $9,511 | $3,311+187.3% | $5,630+68.9% | $4,274+122.5% |
| Admin fee / account holder | $5,211 | $6,724-22.5% | $16,006-67.4% | $7,775-33.0% |