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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 | $203,627 | $77,908+161.4% | $149,696+36.0% | $75,173+170.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.49% | 31.73%-12.2pp | 134.46%-115.0pp | 160.72%-141.2pp |
| Employer contribution / active EE | $7,436 | $3,138+137.0% | $4,821+54.3% | $2,671+178.4% |
| Participant deferral / active EE | $5,720 | $3,411+67.7% | $5,682+0.7% | $4,126+38.6% |
| Admin fee / account holder | $29,656 | $5,950+398.5% | $13,212+124.5% | $5,651+424.8% |