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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 | $76,407+211.8% | $150,298+58.5% | $82,448+188.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.11% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $9,225 | $2,614+252.9% | $4,154+122.1% | $2,551+261.6% |
| Participant deferral / active EE | $5,827 | $3,214+81.3% | $5,453+6.9% | $4,139+40.8% |
| Admin fee / account holder | $13,989 | $6,352+120.2% | $14,116-0.9% | $7,234+93.4% |