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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 | $248,412 | $81,331+205.4% | $155,534+59.7% | $80,935+206.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.74% | 33.37%-21.6pp | 64.92%-53.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $23,254 | $3,105+649.0% | $4,675+397.4% | $2,757+743.5% |
| Participant deferral / active EE | $12,794 | $3,454+270.4% | $5,630+127.2% | $4,299+197.6% |
| Admin fee / account holder | $23,455 | $7,999+193.2% | $15,900+47.5% | $6,924+238.7% |