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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 | $238,232 | $78,690+202.7% | $161,489+47.5% | $87,485+172.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.11% | 32.74%-18.6pp | 89.72%-75.6pp | 26.06%-11.9pp |
| Employer contribution / active EE | $9,225 | $2,588+256.4% | $4,268+116.1% | $2,596+255.3% |
| Participant deferral / active EE | $5,827 | $3,311+76.0% | $5,630+3.5% | $4,274+36.4% |
| Admin fee / account holder | $13,989 | $6,724+108.1% | $16,006-12.6% | $7,775+79.9% |