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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 | $172,870 | $93,598+84.7% | $135,974+27.1% | $75,173+130.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.36% | 30.89%-14.5pp | 68.30%-51.9pp | 160.72%-144.4pp |
| Employer contribution / active EE | $5,196 | $3,538+46.9% | $4,859+6.9% | $2,671+94.6% |
| Participant deferral / active EE | $7,913 | $6,405+23.5% | $7,760+2.0% | $4,126+91.8% |
| Admin fee / account holder | $31,132 | $6,978+346.2% | $10,767+189.2% | $5,651+451.0% |