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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 | $202,728 | $68,880+194.3% | $120,580+68.1% | $80,959+150.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 14.61% | 23.68%-9.1pp | 107.48%-92.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $9,051 | $2,066+338.0% | $3,469+160.9% | $2,757+228.3% |
| Participant deferral / active EE | $9,315 | $3,191+192.0% | $4,995+86.5% | $4,300+116.6% |
| Admin fee / account holder | $32,447 | $5,785+460.9% | $9,418+244.5% | $6,925+368.5% |