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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 | $234,115 | $57,119+309.9% | $85,187+174.8% | $80,935+189.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 15.88% | 21.70%-5.8pp | 66.67%-50.8pp | 35.66%-19.8pp |
| Employer contribution / active EE | $11,984 | $1,802+565.2% | $2,732+338.6% | $2,757+334.7% |
| Participant deferral / active EE | $17,240 | $3,115+453.5% | $4,525+281.0% | $4,299+301.0% |
| Admin fee / account holder | $15,609 | $4,990+212.8% | $6,162+153.3% | $6,924+125.4% |