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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 | $81,276+193.2% | $155,574+53.2% | $80,925+194.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 22.70% | 33.36%-10.7pp | 64.87%-42.2pp | 35.65%-12.9pp |
| Employer contribution / active EE | $36,754 | $3,103+1084.5% | $4,676+686.1% | $2,756+1233.5% |
| Participant deferral / active EE | $23,007 | $3,453+566.3% | $5,629+308.7% | $4,299+435.2% |
| Admin fee / account holder | $5,345 | $7,993-33.1% | $15,914-66.4% | $6,940-23.0% |