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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 | $211,391 | $89,370+136.5% | $141,197+49.7% | $72,976+189.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.11% | 111.88%-84.8pp | 71.41%-44.3pp | 81.02%-53.9pp |
| Employer contribution / active EE | $7,207 | $3,115+131.4% | $4,736+52.2% | $2,440+195.4% |
| Participant deferral / active EE | $9,783 | $5,419+80.5% | $6,710+45.8% | $3,608+171.2% |
| Admin fee / account holder | $22,926 | $5,957+284.9% | $10,265+123.3% | $5,124+347.4% |