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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 | $195,933 | $89,370+119.2% | $141,197+38.8% | $72,976+168.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.59% | 111.88%-91.3pp | 71.41%-50.8pp | 81.02%-60.4pp |
| Employer contribution / active EE | $3,000 | $3,115-3.7% | $4,736-36.7% | $2,440+22.9% |
| Participant deferral / active EE | $10,456 | $5,419+93.0% | $6,710+55.8% | $3,608+189.8% |
| Admin fee / account holder | $16,783 | $5,957+181.8% | $10,265+63.5% | $5,124+227.5% |