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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 | $205,478 | $48,337+325.1% | $67,560+204.1% | $80,959+153.8% |
| Participation rate | 97.1% | 66.4%+30.6pp | 72.9%+24.1pp | 67.7%+29.4pp |
| Annual return | 13.99% | 18.26%-4.3pp | 3533.50%-3519.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $8,812 | $2,023+335.7% | $2,737+222.0% | $2,757+219.6% |
| Participant deferral / active EE | $8,058 | $2,928+175.2% | $4,004+101.3% | $4,300+87.4% |
| Admin fee / account holder | $23,062 | $3,695+524.0% | $3,994+477.4% | $6,925+233.0% |