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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 | $179,953 | $93,617+92.2% | $135,982+32.3% | $75,177+139.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.07% | 30.89%-9.8pp | 68.32%-47.3pp | 160.75%-139.7pp |
| Employer contribution / active EE | $5,503 | $3,538+55.5% | $4,859+13.3% | $2,671+106.0% |
| Participant deferral / active EE | $12,065 | $6,406+88.3% | $7,760+55.5% | $4,126+192.4% |
| Admin fee / account holder | $59,464 | $6,980+752.0% | $10,767+452.3% | $5,651+952.2% |