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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 | $231,208 | $81,358+184.2% | $155,556+48.6% | $80,959+185.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.61% | 33.39%-21.8pp | 64.84%-53.2pp | 35.67%-24.1pp |
| Employer contribution / active EE | $14,044 | $3,106+352.1% | $4,675+200.4% | $2,757+409.4% |
| Participant deferral / active EE | $8,398 | $3,455+143.0% | $5,631+49.1% | $4,300+95.3% |
| Admin fee / account holder | $41,523 | $7,994+419.4% | $15,885+161.4% | $6,925+499.6% |