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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 | $216,544 | $77,638+178.9% | $156,551+38.3% | $62,881+244.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.64% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $8,452 | $3,444+145.4% | $5,501+53.6% | $2,281+270.6% |
| Participant deferral / active EE | $2,809 | $3,046-7.8% | $4,871-42.3% | $3,203-12.3% |
| Admin fee / account holder | $5,102 | $5,561-8.3% | $13,028-60.8% | $4,296+18.8% |