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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 | $238,214 | $81,276+193.1% | $155,574+53.1% | $80,925+194.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.41% | 33.36%-17.9pp | 64.87%-49.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $8,228 | $3,103+165.2% | $4,676+76.0% | $2,756+198.5% |
| Participant deferral / active EE | $7,180 | $3,453+107.9% | $5,629+27.5% | $4,299+67.0% |
| Admin fee / account holder | $3,324 | $7,993-58.4% | $15,914-79.1% | $6,940-52.1% |