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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 | $212,222 | $77,920+172.4% | $149,723+41.7% | $75,177+182.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.61% | 31.72%-18.1pp | 134.50%-120.9pp | 160.75%-147.1pp |
| Employer contribution / active EE | $2,264 | $3,138-27.9% | $4,821-53.0% | $2,671-15.3% |
| Participant deferral / active EE | $7,286 | $3,411+113.6% | $5,682+28.2% | $4,126+76.6% |
| Admin fee / account holder | $14,388 | $5,951+141.8% | $13,215+8.9% | $5,651+154.6% |