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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 | $236,567 | $95,406+148.0% | $185,849+27.3% | $85,847+175.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.74% | 23.59%-7.9pp | 122.10%-106.4pp | 318.61%-302.9pp |
| Employer contribution / active EE | $7,161 | $3,314+116.1% | $5,169+38.6% | $2,565+179.2% |
| Participant deferral / active EE | $6,693 | $3,424+95.5% | $5,569+20.2% | $3,952+69.3% |
| Admin fee / account holder | $12,299 | $7,214+70.5% | $16,244-24.3% | $6,261+96.5% |