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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 | $224,895 | $87,132+158.1% | $105,624+112.9% | $80,959+177.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 15.67% | 17.03%-1.4pp | 116.20%-100.5pp | 35.67%-20.0pp |
| Employer contribution / active EE | $7,337 | $2,397+206.1% | $3,168+131.6% | $2,757+166.1% |
| Participant deferral / active EE | $8,483 | $3,985+112.9% | $5,013+69.2% | $4,300+97.3% |
| Admin fee / account holder | $31,997 | $8,449+278.7% | $10,961+191.9% | $6,925+362.0% |