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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 | $177,838 | $81,276+118.8% | $155,574+14.3% | $80,925+119.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.22% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $11,543 | $3,103+272.0% | $4,676+146.9% | $2,756+318.8% |
| Participant deferral / active EE | $16,305 | $3,453+372.2% | $5,629+189.7% | $4,299+279.3% |
| Admin fee / account holder | $46,745 | $7,993+484.8% | $15,914+193.7% | $6,940+573.5% |