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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 | $190,289 | $98,776+92.6% | $149,745+27.1% | $79,856+138.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.98% | 27.38%-13.4pp | 276.72%-262.7pp | 31.71%-17.7pp |
| Employer contribution / active EE | $5,562 | $3,217+72.9% | $4,646+19.7% | $2,471+125.1% |
| Participant deferral / active EE | $7,994 | $5,681+40.7% | $6,843+16.8% | $3,741+113.7% |
| Admin fee / account holder | $4,589 | $6,053-24.2% | $9,312-50.7% | $5,306-13.5% |