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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 | $208,570 | $98,766+111.2% | $149,730+39.3% | $79,852+161.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.15% | 27.43%-11.3pp | 276.70%-260.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $8,976 | $3,217+179.0% | $4,645+93.2% | $2,471+263.2% |
| Participant deferral / active EE | $11,666 | $5,681+105.4% | $6,843+70.5% | $3,740+211.9% |
| Admin fee / account holder | $612 | $6,052-89.9% | $9,310-93.4% | $5,306-88.5% |