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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 | $240,215 | $81,262+195.6% | $155,602+54.4% | $80,911+196.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.50% | 33.34%-18.8pp | 64.81%-50.3pp | 35.63%-21.1pp |
| Employer contribution / active EE | $7,194 | $3,102+131.9% | $4,675+53.9% | $2,756+161.1% |
| Participant deferral / active EE | $5,478 | $3,451+58.7% | $5,629-2.7% | $4,297+27.5% |
| Admin fee / account holder | $2,467 | $7,992-69.1% | $15,923-84.5% | $6,935-64.4% |