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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 | $81,233+148.3% | $155,567+29.6% | $80,874+149.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.11% | 33.33%-16.2pp | 64.74%-47.6pp | 35.62%-18.5pp |
| Employer contribution / active EE | $9,505 | $3,101+206.5% | $4,674+103.3% | $2,756+244.9% |
| Participant deferral / active EE | $12,444 | $3,452+260.5% | $5,628+121.1% | $4,297+189.6% |
| Admin fee / account holder | $47,696 | $7,998+496.4% | $15,916+199.7% | $6,935+587.7% |