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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 | $233,419 | $81,331+187.0% | $155,534+50.1% | $80,935+188.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.88% | 33.37%-18.5pp | 64.92%-50.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $8,998 | $3,105+189.8% | $4,675+92.5% | $2,757+226.4% |
| Participant deferral / active EE | $5,186 | $3,454+50.1% | $5,630-7.9% | $4,299+20.6% |
| Admin fee / account holder | $13,968 | $7,999+74.6% | $15,900-12.1% | $6,924+101.7% |