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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 | $190,737 | $93,598+103.8% | $135,974+40.3% | $75,173+153.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.36% | 30.89%-15.5pp | 68.30%-52.9pp | 160.72%-145.4pp |
| Employer contribution / active EE | $8,563 | $3,538+142.0% | $4,859+76.2% | $2,671+220.6% |
| Participant deferral / active EE | $6,877 | $6,405+7.4% | $7,760-11.4% | $4,126+66.7% |
| Admin fee / account holder | $1,599 | $6,978-77.1% | $10,767-85.1% | $5,651-71.7% |