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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 | $217,371 | $86,298+151.9% | $111,308+95.3% | $85,847+153.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.34% | 19.99%-4.6pp | 54.67%-39.3pp | 318.61%-303.3pp |
| Employer contribution / active EE | $6,925 | $2,044+238.8% | $2,732+153.5% | $2,565+169.9% |
| Participant deferral / active EE | $7,479 | $3,641+105.4% | $4,487+66.7% | $3,952+89.2% |
| Admin fee / account holder | $12,467 | $8,189+52.2% | $7,965+56.5% | $6,261+99.1% |