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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 | $201,668 | $81,358+147.9% | $155,556+29.6% | $80,959+149.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.11% | 33.39%-16.3pp | 64.84%-47.7pp | 35.67%-18.6pp |
| Employer contribution / active EE | $9,505 | $3,106+206.0% | $4,675+103.3% | $2,757+244.7% |
| Participant deferral / active EE | $12,444 | $3,455+260.1% | $5,631+121.0% | $4,300+189.4% |
| Admin fee / account holder | $47,696 | $7,994+496.7% | $15,885+200.3% | $6,925+588.7% |