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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 | $81,233+168.5% | $155,567+40.2% | $80,874+169.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.75% | 33.33%-19.6pp | 64.74%-51.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $10,251 | $3,101+230.6% | $4,674+119.3% | $2,756+272.0% |
| Participant deferral / active EE | $7,433 | $3,452+115.3% | $5,628+32.1% | $4,297+73.0% |
| Admin fee / account holder | $1,740 | $7,998-78.2% | $15,916-89.1% | $6,935-74.9% |