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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 | $246,538 | $77,908+216.4% | $149,696+64.7% | $75,173+228.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.90% | 31.73%-16.8pp | 134.46%-119.6pp | 160.72%-145.8pp |
| Employer contribution / active EE | $7,171 | $3,138+128.5% | $4,821+48.7% | $2,671+168.5% |
| Participant deferral / active EE | $4,985 | $3,411+46.1% | $5,682-12.3% | $4,126+20.8% |
| Admin fee / account holder | $1,408 | $5,950-76.3% | $13,212-89.3% | $5,651-75.1% |