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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 | $221,506 | $91,559+141.9% | $133,959+65.4% | $79,858+177.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.90% | 61.85%-49.9pp | 45.09%-33.2pp | 31.72%-19.8pp |
| Employer contribution / active EE | $5,713 | $2,384+139.7% | $3,919+45.8% | $2,471+131.2% |
| Participant deferral / active EE | $7,356 | $3,734+97.0% | $5,047+45.7% | $3,740+96.7% |
| Admin fee / account holder | $27,904 | $6,321+341.4% | $8,928+212.5% | $5,306+425.9% |