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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 | $181,648 | $98,766+83.9% | $149,730+21.3% | $79,852+127.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.19% | 27.43%-8.2pp | 276.70%-257.5pp | 31.72%-12.5pp |
| Employer contribution / active EE | $7,095 | $3,217+120.6% | $4,645+52.7% | $2,471+187.1% |
| Participant deferral / active EE | $10,593 | $5,681+86.5% | $6,843+54.8% | $3,740+183.2% |
| Admin fee / account holder | $2,302 | $6,052-62.0% | $9,310-75.3% | $5,306-56.6% |