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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 | $167,612 | $73,988+126.5% | $96,538+73.6% | $75,177+123.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 22.37% | 26.73%-4.4pp | 35.74%-13.4pp | 160.75%-138.4pp |
| Employer contribution / active EE | $8,529 | $2,930+191.1% | $3,740+128.0% | $2,671+219.3% |
| Participant deferral / active EE | $7,080 | $3,660+93.4% | $4,880+45.1% | $4,126+71.6% |
| Admin fee / account holder | $6,816 | $5,220+30.6% | $6,737+1.2% | $5,651+20.6% |