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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 | $239,871 | $76,551+213.3% | $123,894+93.6% | $62,881+281.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.18% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $14,426 | $2,882+400.5% | $4,617+212.5% | $2,281+532.5% |
| Participant deferral / active EE | $10,230 | $4,840+111.4% | $5,984+71.0% | $3,203+219.4% |
| Admin fee / account holder | $17,798 | $4,826+268.8% | $8,357+113.0% | $4,296+314.3% |