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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 | $193,252 | $93,617+106.4% | $135,982+42.1% | $75,177+157.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.18% | 30.89%-14.7pp | 68.32%-52.1pp | 160.75%-144.6pp |
| Employer contribution / active EE | $18,751 | $3,538+429.9% | $4,859+285.9% | $2,671+602.0% |
| Participant deferral / active EE | $9,461 | $6,406+47.7% | $7,760+21.9% | $4,126+129.3% |
| Admin fee / account holder | $6,252 | $6,980-10.4% | $10,767-41.9% | $5,651+10.6% |