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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 | $200,596 | $95,406+110.3% | $185,849+7.9% | $85,847+133.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.68% | 23.59%-6.9pp | 122.10%-105.4pp | 318.61%-301.9pp |
| Employer contribution / active EE | $7,244 | $3,314+118.6% | $5,169+40.1% | $2,565+182.4% |
| Participant deferral / active EE | $6,462 | $3,424+88.8% | $5,569+16.0% | $3,952+63.5% |
| Admin fee / account holder | $6,298 | $7,214-12.7% | $16,244-61.2% | $6,261+0.6% |