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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 | $235,570 | $81,504+189.0% | $102,437+130.0% | $80,959+191.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.84% | 25.60%-11.8pp | 24.95%-11.1pp | 35.67%-21.8pp |
| Employer contribution / active EE | $7,370 | $3,104+137.5% | $3,871+90.4% | $2,757+167.3% |
| Participant deferral / active EE | $7,547 | $3,871+95.0% | $5,060+49.2% | $4,300+75.5% |
| Admin fee / account holder | $22,692 | $6,719+237.7% | $8,388+170.5% | $6,925+227.7% |