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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 | $225,770 | $55,453+307.1% | $170,435+32.5% | $62,293+262.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.07% | 21.38%-8.3pp | 205.94%-192.9pp | 28.90%-15.8pp |
| Employer contribution / active EE | $12,237 | $2,164+465.6% | $5,432+125.3% | $2,042+499.2% |
| Participant deferral / active EE | $7,027 | $2,303+205.2% | $4,939+42.3% | $3,169+121.7% |
| Admin fee / account holder | $30,510 | $455+6604.7% | $13,881+119.8% | $479+6265.0% |