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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 | $212,851 | $88,672+140.0% | $105,223+102.3% | $82,448+158.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.21% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $5,444 | $3,048+78.6% | $3,689+47.6% | $2,551+113.4% |
| Participant deferral / active EE | $4,025 | $4,036-0.3% | $5,072-20.6% | $4,139-2.8% |
| Admin fee / account holder | $24,493 | $7,146+242.8% | $8,859+176.5% | $7,234+238.6% |