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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 | $242,339 | $81,504+197.3% | $102,437+136.6% | $80,959+199.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.99% | 25.60%-11.6pp | 24.95%-11.0pp | 35.67%-21.7pp |
| Employer contribution / active EE | $11,861 | $3,104+282.2% | $3,871+206.4% | $2,757+330.2% |
| Participant deferral / active EE | $10,074 | $3,871+160.3% | $5,060+99.1% | $4,300+134.3% |
| Admin fee / account holder | $31,346 | $6,719+366.5% | $8,388+273.7% | $6,925+352.6% |