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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 | $203,164 | $110,278+84.2% | $95,740+112.2% | $139,466+45.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.53% | 27.19%-11.7pp | 28.41%-12.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $16,593 | $3,260+408.9% | $2,836+485.1% | $4,754+249.0% |
| Participant deferral / active EE | $2,420 | $4,674-48.2% | $4,244-43.0% | $6,712-63.9% |
| Admin fee / account holder | $5,874 | $6,613-11.2% | $5,676+3.5% | $11,409-48.5% |