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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 | $232,829 | $95,406+144.0% | $185,849+25.3% | $85,847+171.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.78% | 23.59%-6.8pp | 122.10%-105.3pp | 318.61%-301.8pp |
| Employer contribution / active EE | $9,705 | $3,314+192.9% | $5,169+87.8% | $2,565+278.3% |
| Participant deferral / active EE | $6,686 | $3,424+95.3% | $5,569+20.1% | $3,952+69.2% |
| Admin fee / account holder | $9,798 | $7,214+35.8% | $16,244-39.7% | $6,261+56.5% |