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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 | $215,049 | $93,617+129.7% | $135,982+58.1% | $75,177+186.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.22% | 30.89%-15.7pp | 68.32%-53.1pp | 160.75%-145.5pp |
| Employer contribution / active EE | $5,856 | $3,538+65.5% | $4,859+20.5% | $2,671+119.2% |
| Participant deferral / active EE | $13,698 | $6,406+113.8% | $7,760+76.5% | $4,126+232.0% |
| Admin fee / account holder | $6,645 | $6,980-4.8% | $10,767-38.3% | $5,651+17.6% |