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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 | $187,868 | $81,276+131.1% | $155,574+20.8% | $80,925+132.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.96% | 33.36%-13.4pp | 64.87%-44.9pp | 35.65%-15.7pp |
| Employer contribution / active EE | $7,730 | $3,103+149.1% | $4,676+65.3% | $2,756+180.5% |
| Participant deferral / active EE | $5,311 | $3,453+53.8% | $5,629-5.7% | $4,299+23.5% |
| Admin fee / account holder | $12,257 | $7,993+53.3% | $15,914-23.0% | $6,940+76.6% |