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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 | $223,277 | $84,236+165.1% | $170,435+31.0% | $70,126+218.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.54% | 23.06%-6.5pp | 205.94%-189.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $7,224 | $3,387+113.3% | $5,432+33.0% | $2,343+208.4% |
| Participant deferral / active EE | $5,888 | $3,086+90.8% | $4,939+19.2% | $3,332+76.7% |
| Admin fee / account holder | $6,919 | $5,698+21.4% | $13,881-50.2% | $4,645+48.9% |