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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 | $215,422 | $81,358+164.8% | $155,556+38.5% | $80,959+166.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.83% | 33.39%-15.6pp | 64.84%-47.0pp | 35.67%-17.8pp |
| Employer contribution / active EE | $10,335 | $3,106+232.7% | $4,675+121.0% | $2,757+274.8% |
| Participant deferral / active EE | $8,498 | $3,455+145.9% | $5,631+50.9% | $4,300+97.6% |
| Admin fee / account holder | $14,356 | $7,994+79.6% | $15,885-9.6% | $6,925+107.3% |