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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 | $205,142 | $93,617+119.1% | $135,982+50.9% | $75,177+172.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.23% | 30.89%-15.7pp | 68.32%-53.1pp | 160.75%-145.5pp |
| Employer contribution / active EE | $4,921 | $3,538+39.1% | $4,859+1.3% | $2,671+84.3% |
| Participant deferral / active EE | $9,325 | $6,406+45.6% | $7,760+20.2% | $4,126+126.0% |
| Admin fee / account holder | $28,777 | $6,980+312.3% | $10,767+167.3% | $5,651+409.2% |