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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 | $195,714 | $84,236+132.3% | $170,435+14.8% | $70,126+179.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.03% | 23.06%-10.0pp | 205.94%-192.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $13,565 | $3,387+300.5% | $5,432+149.7% | $2,343+479.1% |
| Participant deferral / active EE | $8,124 | $3,086+163.3% | $4,939+64.5% | $3,332+143.8% |
| Admin fee / account holder | $33,363 | $5,698+485.5% | $13,881+140.4% | $4,645+618.2% |