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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 | $231,787 | $81,476+184.5% | $102,383+126.4% | $80,925+186.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.94% | 25.59%-14.7pp | 24.94%-14.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $8,710 | $3,105+180.5% | $3,870+125.1% | $2,756+216.0% |
| Participant deferral / active EE | $11,319 | $3,871+192.4% | $5,060+123.7% | $4,299+163.3% |
| Admin fee / account holder | $30,524 | $6,717+354.4% | $8,391+263.8% | $6,940+339.8% |