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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 | $248,481 | $77,901+219.0% | $149,717+66.0% | $75,181+230.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.55% | 31.73%-14.2pp | 134.41%-116.9pp | 160.69%-143.1pp |
| Employer contribution / active EE | $6,390 | $3,137+103.7% | $4,820+32.6% | $2,671+139.3% |
| Participant deferral / active EE | $7,908 | $3,411+131.8% | $5,682+39.2% | $4,126+91.7% |
| Admin fee / account holder | $9,574 | $5,949+60.9% | $13,213-27.5% | $5,650+69.4% |