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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 | $199,796 | $81,331+145.7% | $155,534+28.5% | $80,935+146.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.80% | 33.37%-22.6pp | 64.92%-54.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $10,686 | $3,105+244.2% | $4,675+128.6% | $2,757+287.6% |
| Participant deferral / active EE | $7,465 | $3,454+116.1% | $5,630+32.6% | $4,299+73.6% |
| Admin fee / account holder | $2,136 | $7,999-73.3% | $15,900-86.6% | $6,924-69.2% |