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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 | $207,152 | $77,920+165.9% | $149,723+38.4% | $75,177+175.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.34% | 31.72%-16.4pp | 134.50%-119.2pp | 160.75%-145.4pp |
| Employer contribution / active EE | $7,782 | $3,138+148.0% | $4,821+61.4% | $2,671+191.4% |
| Participant deferral / active EE | $3,516 | $3,411+3.1% | $5,682-38.1% | $4,126-14.8% |
| Admin fee / account holder | $67,067 | $5,951+1027.1% | $13,215+407.5% | $5,651+1086.8% |