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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 | $81,276+167.6% | $155,574+39.8% | $80,925+168.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.64% | 33.36%-20.7pp | 64.87%-52.2pp | 35.65%-23.0pp |
| Employer contribution / active EE | $20,604 | $3,103+564.0% | $4,676+340.7% | $2,756+647.5% |
| Participant deferral / active EE | $25,309 | $3,453+633.0% | $5,629+349.6% | $4,299+488.8% |
| Admin fee / account holder | $12,612 | $7,993+57.8% | $15,914-20.8% | $6,940+81.7% |