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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 | $147,722 | $68,880+114.5% | $120,580+22.5% | $80,959+82.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 12.28% | 23.68%-11.4pp | 107.48%-95.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $12,331 | $2,066+496.8% | $3,469+255.4% | $2,757+347.2% |
| Participant deferral / active EE | $3,394 | $3,191+6.4% | $4,995-32.1% | $4,300-21.1% |
| Admin fee / account holder | $17,017 | $5,785+194.2% | $9,418+80.7% | $6,925+145.7% |