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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 | $228,424 | $81,331+180.9% | $155,534+46.9% | $80,935+182.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.31% | 33.37%-20.1pp | 64.92%-51.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $13,751 | $3,105+342.9% | $4,675+194.2% | $2,757+398.8% |
| Participant deferral / active EE | $9,904 | $3,454+186.7% | $5,630+75.9% | $4,299+130.4% |
| Admin fee / account holder | $3,890 | $7,999-51.4% | $15,900-75.5% | $6,924-43.8% |