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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 | $172,214 | $79,961+115.4% | $98,462+74.9% | $75,177+129.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.83% | 19.75%-1.9pp | 21.17%-3.3pp | 160.75%-142.9pp |
| Employer contribution / active EE | $11,894 | $2,264+425.3% | $3,049+290.1% | $2,671+345.3% |
| Participant deferral / active EE | $18,648 | $3,753+396.9% | $4,738+293.5% | $4,126+351.9% |
| Admin fee / account holder | $2,349 | $6,842-65.7% | $8,875-73.5% | $5,651-58.4% |