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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 | $81,276+148.1% | $155,574+29.6% | $80,925+149.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.11% | 33.36%-16.2pp | 64.87%-47.8pp | 35.65%-18.5pp |
| Employer contribution / active EE | $9,505 | $3,103+206.3% | $4,676+103.3% | $2,756+244.8% |
| Participant deferral / active EE | $12,444 | $3,453+260.4% | $5,629+121.1% | $4,299+189.5% |
| Admin fee / account holder | $47,696 | $7,993+496.7% | $15,914+199.7% | $6,940+587.3% |