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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 | $186,528 | $78,690+137.0% | $161,489+15.5% | $87,485+113.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 16.41% | 32.74%-16.3pp | 89.72%-73.3pp | 26.06%-9.7pp |
| Employer contribution / active EE | $7,233 | $2,588+179.4% | $4,268+69.5% | $2,596+178.6% |
| Participant deferral / active EE | $4,363 | $3,311+31.8% | $5,630-22.5% | $4,274+2.1% |
| Admin fee / account holder | $38,084 | $6,724+466.4% | $16,006+137.9% | $7,775+389.8% |