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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 | $217,422 | $78,690+176.3% | $161,489+34.6% | $87,485+148.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 15.50% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $9,444 | $2,588+264.9% | $4,268+121.3% | $2,596+263.8% |
| Participant deferral / active EE | $8,186 | $3,311+147.3% | $5,630+45.4% | $4,274+91.6% |
| Admin fee / account holder | $20,864 | $6,724+210.3% | $16,006+30.4% | $7,775+168.4% |