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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 | $222,138 | $101,778+118.3% | $164,975+34.6% | $80,925+174.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.23% | 16.73%-4.5pp | 70.12%-57.9pp | 35.65%-23.4pp |
| Employer contribution / active EE | $9,244 | $2,954+212.9% | $4,343+112.9% | $2,756+235.4% |
| Participant deferral / active EE | $2,663 | $4,477-40.5% | $6,033-55.9% | $4,299-38.1% |
| Admin fee / account holder | $642 | $8,221-92.2% | $12,688-94.9% | $6,940-90.7% |