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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 | $210,841 | $76,407+175.9% | $150,298+40.3% | $82,448+155.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.64% | 39.99%-26.4pp | 62.79%-49.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $11,632 | $2,614+345.0% | $4,154+180.0% | $2,551+356.0% |
| Participant deferral / active EE | $9,011 | $3,214+180.3% | $5,453+65.3% | $4,139+117.7% |
| Admin fee / account holder | $2,737 | $6,352-56.9% | $14,116-80.6% | $7,234-62.2% |