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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 | $81,331+184.3% | $155,534+48.7% | $80,935+185.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.61% | 33.37%-21.8pp | 64.92%-53.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $14,044 | $3,105+352.4% | $4,675+200.4% | $2,757+409.5% |
| Participant deferral / active EE | $8,398 | $3,454+143.1% | $5,630+49.2% | $4,299+95.3% |
| Admin fee / account holder | $41,523 | $7,999+419.1% | $15,900+161.2% | $6,924+499.7% |