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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 | $224,472 | $81,276+176.2% | $155,574+44.3% | $80,925+177.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.54% | 33.36%-18.8pp | 64.87%-50.3pp | 35.65%-21.1pp |
| Employer contribution / active EE | $8,068 | $3,103+160.0% | $4,676+72.6% | $2,756+192.7% |
| Participant deferral / active EE | $6,462 | $3,453+87.2% | $5,629+14.8% | $4,299+50.3% |
| Admin fee / account holder | $1,705 | $7,993-78.7% | $15,914-89.3% | $6,940-75.4% |