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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 | $218,135 | $81,358+168.1% | $155,556+40.2% | $80,959+169.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.75% | 33.39%-19.6pp | 64.84%-51.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $10,251 | $3,106+230.0% | $4,675+119.2% | $2,757+271.8% |
| Participant deferral / active EE | $7,433 | $3,455+115.1% | $5,631+32.0% | $4,300+72.8% |
| Admin fee / account holder | $1,740 | $7,994-78.2% | $15,885-89.0% | $6,925-74.9% |