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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 | $183,137 | $77,814+135.4% | $158,223+15.7% | $86,983+110.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 12.60% | 30.54%-17.9pp | 52.09%-39.5pp | 25.83%-13.2pp |
| Employer contribution / active EE | $10,250 | $2,592+295.4% | $4,109+149.5% | $2,584+296.6% |
| Participant deferral / active EE | $7,893 | $3,270+141.4% | $5,467+44.4% | $4,194+88.2% |
| Admin fee / account holder | $28,703 | $5,879+388.2% | $16,047+78.9% | $7,856+265.4% |