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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 | $238,607 | $81,358+193.3% | $155,556+53.4% | $80,959+194.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.17% | 33.39%-16.2pp | 64.84%-47.7pp | 35.67%-18.5pp |
| Employer contribution / active EE | $9,665 | $3,106+211.1% | $4,675+106.7% | $2,757+250.6% |
| Participant deferral / active EE | $6,988 | $3,455+102.2% | $5,631+24.1% | $4,300+62.5% |
| Admin fee / account holder | $1,582 | $7,994-80.2% | $15,885-90.0% | $6,925-77.2% |