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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 | $81,476+163.0% | $102,383+109.3% | $80,925+164.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.72% | 25.59%-14.9pp | 24.94%-14.2pp | 35.65%-24.9pp |
| Employer contribution / active EE | $6,843 | $3,105+120.4% | $3,870+76.8% | $2,756+148.3% |
| Participant deferral / active EE | $12,925 | $3,871+233.9% | $5,060+155.4% | $4,299+200.7% |
| Admin fee / account holder | $23,617 | $6,717+251.6% | $8,391+181.4% | $6,940+240.3% |