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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 | $77,814+206.2% | $158,223+50.6% | $86,983+173.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.11% | 30.54%-16.4pp | 52.09%-38.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $9,225 | $2,592+255.9% | $4,109+124.5% | $2,584+256.9% |
| Participant deferral / active EE | $5,827 | $3,270+78.2% | $5,467+6.6% | $4,194+39.0% |
| Admin fee / account holder | $13,989 | $5,879+137.9% | $16,047-12.8% | $7,856+78.1% |