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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 | $243,841 | $65,367+273.0% | $92,915+162.4% | $72,976+234.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 25.20% | 42.11%-16.9pp | 109.45%-84.2pp | 81.02%-55.8pp |
| Employer contribution / active EE | $8,559 | $2,594+230.0% | $3,653+134.3% | $2,440+250.8% |
| Participant deferral / active EE | $12,002 | $3,128+283.7% | $4,238+183.2% | $3,608+232.7% |
| Admin fee / account holder | $4,326 | $4,251+1.8% | $5,796-25.4% | $5,124-15.6% |