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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 | $153,250 | $125,797+21.8% | $170,043-9.9% | $75,173+103.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 24.93% | 27.20%-2.3pp | 53.40%-28.5pp | 160.72%-135.8pp |
| Employer contribution / active EE | $10,736 | $4,616+132.6% | $6,790+58.1% | $2,671+302.0% |
| Participant deferral / active EE | $18,625 | $6,838+172.4% | $10,410+78.9% | $4,126+351.4% |
| Admin fee / account holder | $2,716 | $8,177-66.8% | $12,824-78.8% | $5,651-51.9% |