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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 | $203,651 | $91,559+122.4% | $133,978+52.0% | $79,856+155.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.54% | 61.85%-46.3pp | 45.10%-29.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,628 | $2,384+52.2% | $3,919-7.4% | $2,471+46.8% |
| Participant deferral / active EE | $9,245 | $3,734+147.6% | $5,047+83.2% | $3,741+147.2% |
| Admin fee / account holder | $14,647 | $6,321+131.7% | $8,930+64.0% | $5,306+176.0% |