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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 | $238,306 | $81,358+192.9% | $155,556+53.2% | $80,959+194.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 22.70% | 33.39%-10.7pp | 64.84%-42.1pp | 35.67%-13.0pp |
| Employer contribution / active EE | $36,754 | $3,106+1083.2% | $4,675+686.1% | $2,757+1233.1% |
| Participant deferral / active EE | $23,007 | $3,455+565.8% | $5,631+308.6% | $4,300+435.0% |
| Admin fee / account holder | $5,345 | $7,994-33.1% | $15,885-66.4% | $6,925-22.8% |