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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 | $160,778 | $116,167+38.4% | $64,489+149.3% | $137,256+17.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 14.78% | 36.55%-21.8pp | 55.03%-40.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $9,358 | $2,483+276.9% | $1,523+514.4% | $4,156+125.2% |
| Participant deferral / active EE | $3,484 | $4,215-17.3% | $2,778+25.4% | $6,407-45.6% |
| Admin fee / account holder | $4,921 | $6,188-20.5% | $4,260+15.5% | $12,270-59.9% |