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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 | $226,170 | $91,198+148.0% | $178,503+26.7% | $79,856+183.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.47% | 24.20%-11.7pp | 151.12%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $10,765 | $3,257+230.6% | $5,011+114.8% | $2,471+335.6% |
| Participant deferral / active EE | $3,070 | $3,237-5.1% | $5,202-41.0% | $3,741-17.9% |
| Admin fee / account holder | $46,669 | $6,748+591.6% | $13,987+233.7% | $5,306+779.5% |