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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 | $212,576 | $77,920+172.8% | $149,723+42.0% | $75,177+182.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.63% | 31.72%-17.1pp | 134.50%-119.9pp | 160.75%-146.1pp |
| Employer contribution / active EE | $10,617 | $3,138+238.3% | $4,821+120.2% | $2,671+297.5% |
| Participant deferral / active EE | $9,043 | $3,411+165.1% | $5,682+59.1% | $4,126+119.1% |
| Admin fee / account holder | $16,007 | $5,951+169.0% | $13,215+21.1% | $5,651+183.2% |