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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 | $172,075 | $93,617+83.8% | $135,982+26.5% | $75,177+128.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.01% | 30.89%-13.9pp | 68.32%-51.3pp | 160.75%-143.7pp |
| Employer contribution / active EE | $8,232 | $3,538+132.6% | $4,859+69.4% | $2,671+208.2% |
| Participant deferral / active EE | $10,065 | $6,406+57.1% | $7,760+29.7% | $4,126+143.9% |
| Admin fee / account holder | $28,872 | $6,980+313.7% | $10,767+168.1% | $5,651+410.9% |