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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 | $204,478 | $93,617+118.4% | $135,982+50.4% | $75,177+172.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.53% | 30.89%-11.4pp | 68.32%-48.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $8,941 | $3,538+152.7% | $4,859+84.0% | $2,671+234.8% |
| Participant deferral / active EE | $14,256 | $6,406+122.5% | $7,760+83.7% | $4,126+245.5% |
| Admin fee / account holder | $1,075 | $6,980-84.6% | $10,767-90.0% | $5,651-81.0% |