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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 | $240,369 | $78,682+205.5% | $109,188+120.1% | $85,851+180.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.81% | 25.09%-12.3pp | 25.76%-12.9pp | 318.63%-305.8pp |
| Employer contribution / active EE | $7,835 | $2,734+186.6% | $3,723+110.4% | $2,565+205.4% |
| Participant deferral / active EE | $3,527 | $3,468+1.7% | $4,654-24.2% | $3,952-10.8% |
| Admin fee / account holder | $11,650 | $5,470+113.0% | $6,755+72.5% | $6,261+86.1% |