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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 | $204,869 | $56,054+265.5% | $171,082+19.7% | $62,881+225.8% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 6.88% | 22.52%-15.6pp | 32.56%-25.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $11,763 | $1,731+579.5% | $4,002+193.9% | $2,281+415.7% |
| Participant deferral / active EE | $20,416 | $3,158+546.5% | $4,797+325.6% | $3,203+537.4% |
| Admin fee / account holder | $52,552 | $3,647+1341.1% | $8,520+516.8% | $4,296+1123.4% |