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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 | $211,640 | $77,638+172.6% | $156,551+35.2% | $62,881+236.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.84% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $11,950 | $3,444+247.0% | $5,501+117.2% | $2,281+423.9% |
| Participant deferral / active EE | $7,915 | $3,046+159.9% | $4,871+62.5% | $3,203+147.1% |
| Admin fee / account holder | $2,472 | $5,561-55.6% | $13,028-81.0% | $4,296-42.5% |