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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 | $229,213 | $98,776+132.1% | $149,745+53.1% | $79,856+187.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.72% | 27.38%-11.7pp | 276.72%-261.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $10,034 | $3,217+211.9% | $4,646+116.0% | $2,471+306.0% |
| Participant deferral / active EE | $4,973 | $5,681-12.5% | $6,843-27.3% | $3,741+33.0% |
| Admin fee / account holder | $11,865 | $6,053+96.0% | $9,312+27.4% | $5,306+123.6% |