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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 | $215,095 | $77,908+176.1% | $149,696+43.7% | $75,173+186.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.86% | 31.73%-11.9pp | 134.46%-114.6pp | 160.72%-140.9pp |
| Employer contribution / active EE | $9,314 | $3,138+196.8% | $4,821+93.2% | $2,671+248.7% |
| Participant deferral / active EE | $8,101 | $3,411+137.5% | $5,682+42.6% | $4,126+96.3% |
| Admin fee / account holder | $1,916 | $5,950-67.8% | $13,212-85.5% | $5,651-66.1% |