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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 | $246,950 | $136,860+80.4% | $120,344+105.2% | $154,746+59.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.77% | 21.38%-3.6pp | 20.30%-2.5pp | 172.34%-154.6pp |
| Employer contribution / active EE | $23,000 | $3,533+551.0% | $3,020+661.6% | $4,379+425.2% |
| Participant deferral / active EE | $31,000 | $5,793+435.1% | $5,135+503.7% | $6,730+360.6% |
| Admin fee / account holder | $208,373 | $15,393+1253.7% | $12,742+1535.4% | $14,365+1350.5% |