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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 | $206,679 | $86,298+139.5% | $111,308+85.7% | $85,847+140.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.71% | 19.99%-8.3pp | 54.67%-43.0pp | 318.61%-306.9pp |
| Employer contribution / active EE | $4,674 | $2,044+128.7% | $2,732+71.1% | $2,565+82.2% |
| Participant deferral / active EE | $7,840 | $3,641+115.3% | $4,487+74.7% | $3,952+98.4% |
| Admin fee / account holder | $25,225 | $8,189+208.0% | $7,965+216.7% | $6,261+302.9% |