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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 | $209,008 | $98,776+111.6% | $149,745+39.6% | $79,856+161.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.42% | 27.38%-12.0pp | 276.72%-261.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $7,283 | $3,217+126.4% | $4,646+56.8% | $2,471+194.7% |
| Participant deferral / active EE | $8,543 | $5,681+50.4% | $6,843+24.8% | $3,741+128.4% |
| Admin fee / account holder | $1,875 | $6,053-69.0% | $9,312-79.9% | $5,306-64.7% |