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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 | $214,188 | $77,908+174.9% | $149,696+43.1% | $75,173+184.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.70% | 31.73%-14.0pp | 134.46%-116.8pp | 160.72%-143.0pp |
| Employer contribution / active EE | $10,401 | $3,138+231.5% | $4,821+115.8% | $2,671+289.4% |
| Participant deferral / active EE | $7,588 | $3,411+122.4% | $5,682+33.5% | $4,126+83.9% |
| Admin fee / account holder | $6,317 | $5,950+6.2% | $13,212-52.2% | $5,651+11.8% |