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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 | $191,191 | $93,617+104.2% | $135,982+40.6% | $75,177+154.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.24% | 30.89%-7.7pp | 68.32%-45.1pp | 160.75%-137.5pp |
| Employer contribution / active EE | $9,629 | $3,538+172.1% | $4,859+98.2% | $2,671+260.5% |
| Participant deferral / active EE | $10,431 | $6,406+62.8% | $7,760+34.4% | $4,126+152.8% |
| Admin fee / account holder | $10,644 | $6,980+52.5% | $10,767-1.1% | $5,651+88.3% |