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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 | $111,211 | $77,638+43.2% | $156,551-29.0% | $62,881+76.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.75% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $12,806 | $3,444+271.9% | $5,501+132.8% | $2,281+461.5% |
| Participant deferral / active EE | $9,916 | $3,046+225.6% | $4,871+103.6% | $3,203+209.6% |
| Admin fee / account holder | $14,893 | $5,561+167.8% | $13,028+14.3% | $4,296+246.7% |