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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 | $225,965 | $91,198+147.8% | $178,503+26.6% | $79,856+183.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.57% | 24.20%-0.6pp | 151.12%-127.5pp | 31.71%-8.1pp |
| Employer contribution / active EE | $7,928 | $3,257+143.4% | $5,011+58.2% | $2,471+220.8% |
| Participant deferral / active EE | $9,017 | $3,237+178.6% | $5,202+73.3% | $3,741+141.0% |
| Admin fee / account holder | $8,542 | $6,748+26.6% | $13,987-38.9% | $5,306+61.0% |