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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 | $163,865 | $73,978+121.5% | $96,515+69.8% | $75,173+118.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.13% | 26.72%-7.6pp | 35.73%-16.6pp | 160.72%-141.6pp |
| Employer contribution / active EE | $8,252 | $2,931+181.6% | $3,740+120.7% | $2,671+209.0% |
| Participant deferral / active EE | $11,994 | $3,660+227.7% | $4,880+145.8% | $4,126+190.7% |
| Admin fee / account holder | $7,225 | $5,219+38.5% | $6,735+7.3% | $5,651+27.9% |