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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 | $217,532 | $81,331+167.5% | $155,534+39.9% | $80,935+168.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.64% | 33.37%-20.7pp | 64.92%-52.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $20,604 | $3,105+563.6% | $4,675+340.7% | $2,757+647.4% |
| Participant deferral / active EE | $25,309 | $3,454+632.7% | $5,630+349.5% | $4,299+488.6% |
| Admin fee / account holder | $12,612 | $7,999+57.7% | $15,900-20.7% | $6,924+82.1% |