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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 | $68,852+194.4% | $120,524+68.2% | $80,925+150.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 14.61% | 23.67%-9.1pp | 107.36%-92.8pp | 35.65%-21.0pp |
| Employer contribution / active EE | $9,051 | $2,063+338.7% | $3,469+160.9% | $2,756+228.4% |
| Participant deferral / active EE | $9,315 | $3,187+192.3% | $4,994+86.6% | $4,299+116.7% |
| Admin fee / account holder | $32,447 | $5,781+461.3% | $9,440+243.7% | $6,940+367.5% |