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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 | $220,387 | $91,559+140.7% | $133,978+64.5% | $79,856+176.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.53% | 61.85%-49.3pp | 45.10%-32.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $16,066 | $2,384+574.0% | $3,919+310.0% | $2,471+550.1% |
| Participant deferral / active EE | $4,746 | $3,734+27.1% | $5,047-6.0% | $3,741+26.9% |
| Admin fee / account holder | $17,325 | $6,321+174.1% | $8,930+94.0% | $5,306+226.5% |