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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 | $216,374 | $88,672+144.0% | $105,223+105.6% | $82,448+162.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.50% | 30.86%-17.4pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $5,762 | $3,048+89.0% | $3,689+56.2% | $2,551+125.9% |
| Participant deferral / active EE | $11,374 | $4,036+181.8% | $5,072+124.3% | $4,139+174.8% |
| Admin fee / account holder | $16,177 | $7,146+126.4% | $8,859+82.6% | $7,234+123.6% |