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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 | $210,897 | $58,493+260.5% | $84,023+151.0% | $72,976+189.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 23.48% | 28.93%-5.5pp | 71.32%-47.8pp | 81.02%-57.5pp |
| Employer contribution / active EE | $7,663 | $1,163+558.9% | $1,984+286.3% | $2,440+214.1% |
| Participant deferral / active EE | $6,681 | $2,394+179.1% | $3,239+106.3% | $3,608+85.2% |
| Admin fee / account holder | $19,062 | $4,569+317.2% | $6,102+212.4% | $5,124+272.0% |