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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 | $232,536 | $93,589+148.5% | $135,942+71.1% | $75,181+209.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.58% | 30.90%-12.3pp | 68.28%-49.7pp | 160.69%-142.1pp |
| Employer contribution / active EE | $4,161 | $3,537+17.6% | $4,858-14.3% | $2,671+55.8% |
| Participant deferral / active EE | $9,593 | $6,405+49.8% | $7,759+23.6% | $4,126+132.5% |
| Admin fee / account holder | $7,621 | $6,977+9.2% | $10,764-29.2% | $5,650+34.9% |