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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 | $202,458 | $93,617+116.3% | $135,982+48.9% | $75,177+169.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.96% | 30.89%-14.9pp | 68.32%-52.4pp | 160.75%-144.8pp |
| Employer contribution / active EE | $5,537 | $3,538+56.5% | $4,859+14.0% | $2,671+107.3% |
| Participant deferral / active EE | $13,330 | $6,406+108.1% | $7,760+71.8% | $4,126+223.0% |
| Admin fee / account holder | $31,909 | $6,980+357.2% | $10,767+196.3% | $5,651+464.6% |