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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 | $81,476+189.1% | $102,383+130.1% | $80,925+191.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.84% | 25.59%-11.7pp | 24.94%-11.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $7,370 | $3,105+137.4% | $3,870+90.4% | $2,756+167.4% |
| Participant deferral / active EE | $7,547 | $3,871+95.0% | $5,060+49.2% | $4,299+75.6% |
| Admin fee / account holder | $22,692 | $6,717+237.8% | $8,391+170.4% | $6,940+227.0% |