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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 | $157,208 | $48,078+227.0% | $78,676+99.8% | $62,881+150.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.36% | 31.36%-23.0pp | 62.19%-53.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $10,944 | $2,015+443.2% | $2,850+284.0% | $2,281+379.8% |
| Participant deferral / active EE | $8,763 | $2,587+238.7% | $3,517+149.2% | $3,203+173.6% |
| Admin fee / account holder | $17,637 | $3,206+450.1% | $4,510+291.1% | $4,296+310.6% |