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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 | $214,280 | $81,446+163.1% | $103,374+107.3% | $80,874+165.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.72% | 25.57%-14.9pp | 24.89%-14.2pp | 35.62%-24.9pp |
| Employer contribution / active EE | $6,843 | $3,107+120.2% | $3,869+76.8% | $2,756+148.3% |
| Participant deferral / active EE | $12,925 | $3,870+234.0% | $5,058+155.5% | $4,297+200.8% |
| Admin fee / account holder | $23,617 | $6,715+251.7% | $8,394+181.4% | $6,935+240.5% |