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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 | $232,768 | $91,559+154.2% | $133,978+73.7% | $79,856+191.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.19% | 61.85%-46.7pp | 45.10%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $9,640 | $2,384+304.4% | $3,919+146.0% | $2,471+290.1% |
| Participant deferral / active EE | $6,857 | $3,734+83.7% | $5,047+35.9% | $3,741+83.3% |
| Admin fee / account holder | $1,276 | $6,321-79.8% | $8,930-85.7% | $5,306-76.0% |