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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 | $217,564 | $81,331+167.5% | $155,534+39.9% | $80,935+168.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.36% | 33.37%-17.0pp | 64.92%-48.6pp | 35.66%-19.3pp |
| Employer contribution / active EE | $11,986 | $3,105+286.0% | $4,675+156.4% | $2,757+334.8% |
| Participant deferral / active EE | $7,801 | $3,454+125.8% | $5,630+38.5% | $4,299+81.4% |
| Admin fee / account holder | $2,447 | $7,999-69.4% | $15,900-84.6% | $6,924-64.7% |