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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 | $204,561 | $78,690+160.0% | $161,489+26.7% | $87,485+133.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 19.52% | 32.74%-13.2pp | 89.72%-70.2pp | 26.06%-6.5pp |
| Employer contribution / active EE | $12,781 | $2,588+393.8% | $4,268+199.5% | $2,596+392.3% |
| Participant deferral / active EE | $13,390 | $3,311+304.4% | $5,630+137.8% | $4,274+213.3% |
| Admin fee / account holder | $8,403 | $6,724+25.0% | $16,006-47.5% | $7,775+8.1% |