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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 | $128,784 | $75,541+70.5% | $152,093-15.3% | $82,637+55.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.06% | 32.56%-13.5pp | 66.36%-47.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $9,030 | $2,622+244.3% | $4,175+116.3% | $2,552+253.8% |
| Participant deferral / active EE | $6,153 | $3,206+92.0% | $5,451+12.9% | $4,126+49.1% |
| Admin fee / account holder | $25,265 | $6,405+294.5% | $14,497+74.3% | $7,339+244.3% |