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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 | $209,560 | $77,920+168.9% | $149,723+40.0% | $75,177+178.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.56% | 31.72%-16.2pp | 134.50%-118.9pp | 160.75%-145.2pp |
| Employer contribution / active EE | $4,215 | $3,138+34.3% | $4,821-12.6% | $2,671+57.8% |
| Participant deferral / active EE | $8,385 | $3,411+145.8% | $5,682+47.6% | $4,126+103.2% |
| Admin fee / account holder | $897 | $5,951-84.9% | $13,215-93.2% | $5,651-84.1% |