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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 | $151,896 | $125,797+20.7% | $170,043-10.7% | $75,173+102.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.45% | 27.20%-4.7pp | 53.40%-30.9pp | 160.72%-138.3pp |
| Employer contribution / active EE | $8,530 | $4,616+84.8% | $6,790+25.6% | $2,671+219.4% |
| Participant deferral / active EE | $22,690 | $6,838+231.8% | $10,410+118.0% | $4,126+449.9% |
| Admin fee / account holder | $11,524 | $8,177+40.9% | $12,824-10.1% | $5,651+103.9% |