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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 | $227,213 | $81,276+179.6% | $155,574+46.0% | $80,925+180.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.39% | 33.36%-17.0pp | 64.87%-48.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $16,371 | $3,103+427.6% | $4,676+250.1% | $2,756+494.0% |
| Participant deferral / active EE | $12,180 | $3,453+252.8% | $5,629+116.4% | $4,299+183.4% |
| Admin fee / account holder | $3,367 | $7,993-57.9% | $15,914-78.8% | $6,940-51.5% |